Job Description

Established and fast-growing financial planning and wealth management firm in Cypress, Texas seeking a strong team member with the following assets for the position of Registered Client Service Associate / Advisor with growth potential.

Qualifications:

• Bachelor’s degree preferred
• Must have Series 6 or 7 Securities license or close to obtaining it
• Be a self-starter who can work independently with strong organizational skills and attention to detail
• Have strong analytical skills with the ability to create and maintain efficient workflows.
• Be able to manage multiple projects with occasional interruptions and find solutions to challenges independently
• Excellent prioritization skills and information monitoring
• Attention to detail and accuracy
• Be proficient with Word and Excel
• Ability to read, analyze, and interpret general business information. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from clients, vendors, and the general public.

Varied Team Duties Include:

• General office tasks
• Data entry / analysis for planning
• Obtaining proposals
• Assist in completing applications and paperwork
• Client onboarding and services
• Preparing for client reviews
• Planning client appreciation and marketing events

This position is ideal for someone who is:

• Dependable -- more reliable than spontaneous
• Detail-oriented -- focus on the details and seeing the big picture
• High-stress tolerance -- thrives in a high-pressure environment
• Wanting to learn and advance themselves in the industry

Compensation is commensurate with experience and qualifications and includes the potential for attractive bonuses. This position provides an exceptional opportunity for career development and advancement for the right person. Paid holidays. Matching 401(k) plan. Company-paid group life and disability insurance. NO health insurance.