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Houston & Associates
Lewisville, Texas
Up to $80,000 per year +bonus, vacation, etc.
Closing date
Jun 11, 2023

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Job Role
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Step into an instrumental role within an intimate office environment. Help conduct the smooth operation of a methodical—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

• Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings

• Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary.

• Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

• Manage and resolve client service problems

• Direct attention to detail and organization

• Effective communication with clients and other advisors/staff

• Effective and efficient time management

• Positive attitude and sincere willingness to constantly learn and grow Education and Other Designations:

• College degree or higher

• 2+ years of similar experience

• Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance license

Discretionary bonus, paid vacation days and health insurance available.

Employment Type



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