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The Financial Planning Association (FPA) of Houston is the leading professional association for Certified Financial PlannerTM (CFP® ) professionals and other financial planning industry professionals. The Houston Chapter of FPA boasts a growing membership of over 600 professionals members and reaches out to more than 3,000 Houstonians and organizations involved in the financial planning process.
FPA of Houston members may post jobs at no charge. Non-FPA of Houston members may post jobs at the affordable rate of $75 per listing. The job will be posted on the FPA of Houston website for 30 days. You will be notified by email before the listing expires and given the option to renew for another 30 days.
Click here for the Job Posting Form
Submit Job for Listing
| Category |
Finance/Bank |
| Job
Title |
Planning Analyst |
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Job Description |
The Planning Analyst provides for the full and timely completion of comprehensive wealth plans, covering areas such as cash flow modeling, wealth transfer to family and charity and asset protection.
Responsibilities:
Assists Financial Advisors with key elements of the planning process and answers questions related to planning services and wealth management.
Prepares monthly tracking and other reports at the request of the Planning Director and National Staff
Meets with Financial Advisors and their clients
Qualifications: B.A. required. CFP or other advanced designation (i.e.: CPA, JD) preferred. Minimum four years’ increasingly responsible experience. Competence with software programs, especially as related to financial planning. Series 7 and related licenses will be requires within the first year of employment. Excellent communication skills required.
- Base plus bonus up to 50%
- Full benefit
- CAP plan
.
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| Contact
Name |
Julie Hankins |
| Contact
Phone |
813-322-3507 |
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| Category |
Administrative Support |
| Job
Title |
Assistant Administrator |
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Job Description |
Well established Certified Financial Planner/IAR seeking a person that can handle a three person operation. Must know Windows, Word, Mail Merge, Database (ACT!), Excel and we prefer at least two years of experience in life insurance or securities.
The majority of our clients own their own firms or professions. We provide them with financial planning, asset management, equities, life-health insurance, retirement plans, as well as assist in asset protection planning and all employee benefits.
The person we are looking for must be a self starter and mature enough to handle confidential matters. This job entails a wide variety of duties from professional assistance with client information and marketing to secretarial support and filing. Salary and benefits are negotiable.
Please e-mail your resume to sheldonuno@yahoo.com
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| Contact
Name |
Sheldon M. Neider, CFP |
| Contact
Phone |
713-789-3344 |
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| Category |
Gov/Soc Serv |
| Job
Title |
Financial Planner |
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Job Description |
Job Title: Financial Planner
Location: Houston Municipal Employees Pension System
1111 Bagby, Suite 2450
Houston, Texas 77002
Date Available: Immediately
Qualifications: Bachelor’s or Master’s degree in Business Admin in Finance or a related field and five years of experience in a similar position. Must be a CFP or CFP candidate.
Duties and Responsibilities:
General Summary: Meets with and assists participants with benefit options, retirement and general financial planning. Develops and maintains a participant education program.
Responsibilities:
- Facilitate workshops and training for active and retired municipal employees and their families in order to help them develop useful financial and retirement strategies.
- Develop and implement plans for participants and their families to help them examine their immediate and long-term financial situations regarding investing, insurance, employee benefits, and taxation. This person will not recommend or sell specific products or services, and will not refer participants to outside vendors.
- Develop and implement comprehensive pre-retirement financial and retirement education workshops targeting individuals at different stages of work and retirement (i.e. 20, 10, 5 yrs before retirement, newly hired, etc.).
- Work with city departments to establish field visits emphasizing retirement and financial planning education. Develop relationships with other key resources (i.e. social security, 457 deferred compensation plan, etc.) to ensure overall support and resource availability.
- Coordinate annual retirement and financial planning seminar in conjunction with National Retirement Week. Develop periodic articles geared towards participant education to be included in such places as pension newsletter, pension website, etc.
- Facilitate workshops and training for active and retired municipal employees and their families in order to help them develop useful financial and retirement strategies.
Salary:
Commensurate with qualifications.
How to apply:
Send letter of application, resume and the names, addresses, and telephone numbers of three references to contact below.
Contact Information:
Human Resources Houston Municipal Employees Pension System
1111 Bagby, Suite 2450
Houston, Texas 77001 Phone #: 713-595-0146 Fax #: 713-650-1961
E-mail: humanresource@hmeps.org
Deadline: Review of applications will continue until position is filled.
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| Contact
Name |
Rhonda Smith |
| Contact
Phone |
713-595-0146 |
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| Category |
Sales |
| Job
Title |
Financial Representative |
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Job Description |
Availability: Immediate, full time
Position Description
This position allows successful candidates to work for a comprehensive financial advisory firm with offices in the Houston Galleria area serving high net worth clients and business owners. The candidate will be responsible for all aspects of the client advisory relationship including, but not limited to:
- Financial plan design and implementation
- Personal consultation
- Annual reviews
- Coordination of financially related issues with the client’s other advisors (CPA’s, attorneys, etc.)
Qualifications:
· CFP designation or candidate, or ChFC, minimum 3 years financial services experience with at least 1 year in a fee-based financial planning capacity.
· FINRA Series 7, 65 or 66 and insurance license.
· Experience with and the ability to work confidently with high net worth clients is a must.
· Excellent writing, listening and communication skills.
· Strong analytical and organizational skills.
· Ability to work effectively both independently as well as part of a team in a small organization.
· Solid computer skills, working knowledge of planning software- Naviplan a plus.
· Professional appearance and demeanor.
· High sense of urgency and follow through.
Company Description
NEW ENGLAND FINANCIAL, Houston - Calderwood
NEF Houston-Calderwood, a General Agency of New England Financial, has been developing solid client relationships in Houston for over 65 years. Our firm provides individuals and businesses with a unique level of experience in insurance and investments. We work with our clients to help develop comprehensive strategies to address their complex personal estate, retirement, business and benefits planning needs.
Our team of associates has established relationships with many of the top advisors in our community providing a network of resources to our clients. We are committed to being knowledgeable about the most pressing problems confronting our clients, and pledge to provide our knowledge to help solve those issues.
Over the years, we have developed many client relationships by helping them build and protect their assets. As a way to give back and continue providing value, our firm has formed teams of experienced professionals committed to serving the unique issues of certain markets: Affluent, Self-Employed Professionals, Business Owners, and Public Corporations.
NEW ENGLAND FINANCIAL, a MetLife company
New England Financial is one of the country’s premier financial service organizations with a reputation for integrity and sound performance. Tracing its roots to the nation’s first chartered mutual life insurer in 1835, we help people across America build and secure a financial future for themselves, their families and their businesses.
Headquartered in Boston, and with 50 offices across the U.S., New England Financial’s mission is strength, knowledge and personalized service. NEF has a comprehensive offering of products and specialized services including wealth creation and preservation strategies for families; business planning services to help meet the protection needs of owners and the benefit needs of their employees; and legacy planning. Over the years, New England Financial and its representatives have developed a strong reputation in the professional community, especially among accountants and estate planning attorneys. Our representatives work as a team with your advisers. They also draw on the knowledge of product and marketing specialists in their local firms, as well as experts from across the MetLife enterprise, to help you craft the right financial solutions.
Our parent company, MetLife, is a leading provider of insurance and other financial services to individual and group customers. MetLife is one of the largest and strongest financial institutions in North America.
Securities products offered through registered representatives of New England Securities Corp. (member FINRA, SIPC), Branch Office Address: NEF-Texas, Three Riverway, Suite 900, Houston, Texas 77056. (713) 963-1400. NEF-Texas is a general agency of New England Life Insurance Company. New England Financial is the service mark for New England Life Insurance Company, Boston, MA and New England Securities.. New England Financial does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance. L01082979(exp0209)(TX)
Contact Name
Jim Caire, CFPÒ Financial Planning Director
jcaire@houston.nef.com
Contact Phone (713) 963-1400
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| Contact
Name |
Holley Rainwater |
| Contact
Phone |
(713) 963-4120 |
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| Category |
Finance/Bank |
| Job
Title |
Senior Advisor |
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Job Description |
Senior Advisor
Senior Advisor
Availability: Immediate, Full-Time, and Permanent
Position Description:
This position allows the successful candidate to work for a wealth management and investment advisory firm in The Woodlands, Texas which serves high net worth clients. The candidate will be responsible for all aspects of the client advisory relationship including, but not limited to; • Financial plan design and implementation • Personal consultation • Annual reviews • Coordination of financially related issues with the client’s other advisors (CPA’s, attorneys, etc.) The candidate must be a producer and have the ability to demonstrate a minimum of 100K production for the previous 3 years.
Qualifications:
• Series 7, 65 and insurance license required. • CFP and/or CPA/PFS designation required; a minimum of 5 years business experience with at least 3 years in a financial planning capacity. • Experience with and the ability to work confidently with high net work clients is a must. • Excellent writing, listening and communication skills. • Strong analytical and organizational skills with a strict attention to accuracy and exceptionally detail-oriented. • Ability to work effectively both independently as well as part of a team in a small organization. • Solid computer skills, working knowledge of planning software. • Professional appearance and demeanor. • High sense of urgency and follow through.
Company Description:
C. Geraci & Company, Wealth and Investment Advisors, specializes in tax, investment, estate, and retirement planning strategies. The firm was established in 1988 and is independent. It is not owned or financially supported by any bank, brokerage firm, insurance company, or other financial institution. Over the years, the firm has worked with a wide range of clients covering a variety of situations and needs. Our objective is to help our clients in achieving financial independence in both their personal and business goals. Further information about our firm and the services we provide can be obtained by browsing our website at www.cgeraci.com.
Compensation: Competitive compensation and benefits
Apply: This is a confidential search, do not contact company offices. Email your resume and salary requirements to charles@cgeraci.com
Contact Name: Charles Geraci, CPA/PFS Registered Investment Advisor
Series 7 General Securities Representative: Required
Series 65 Registered Investment Advisor: Required
Life, Accident and Health: Required
Minimum Years Registered: 5
Minimum Level of Education: 2-4yr College Degree
Minimum Gross Production: $150k
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| Contact
Name |
Charles Geraci |
| Contact
Phone |
281-362-7082 |
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| Category |
Finance/Bank |
| Job
Title |
Financial Planner |
|
Job Description |
Financial Planner
Availability: Immediate, Full-Time, and Permanent
Position Description:
This position allows the successful candidate to work for a wealth management and investment advisory firm in The Woodlands, Texas which serves high net worth clients. The candidate will be responsible for all aspects of the client advisory relationship including, but not limited to;
- Financial plan design and implementation
- Personal consultation
- Annual reviews
- Coordination of financially related issues with the client’s other advisors (CPA’s, attorneys, etc.)
Qualifications:
- CFP and/or CPA/PFS designation and/or a minimum of 5 years business experience with at least 3 years in a financial planning capacity.
- Experience with and the ability to work confidently with high net work clients is a must.
- Excellent writing, listening and communication skills.
- Strong analytical and organizational skills with a strict attention to accuracy and exceptionally detail-oriented.
- Ability to work effectively both independently as well as part of a team in a small organization.
- Solid computer skills, working knowledge of planning software.
- Professional appearance and demeanor.
- High sense of urgency and follow through.
Company Description:
C. Geraci & Company, Wealth and Investment Advisors, specializes in tax, investment, estate, and retirement planning strategies. The firm was established in 1988 and is independent. It is not owned or financially supported by any bank, brokerage firm, insurance company, or other financial institution. Over the years, the firm has worked with a wide range of clients covering a variety of situations and needs. Our objective is to help our clients in achieving financial independence in both their personal and business goals.
Further information about our firm and the services we provide can be obtained by browsing our website at www.cgeraci.com.
Compensation: Competitive compensation and benefits
Apply: This is a confidential search, do not contact company offices.
Email your resume and salary requirements to charles@cgeraci.com
Contact Name Charles Geraci, CPA/PFS
Registered Investment Advisor
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| Contact
Name |
Charles Geraci |
| Contact
Phone |
281-362-7082 |
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| Category |
Finance/Bank |
| Job
Title |
Financial Consultant |
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Job Description |
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Description |
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Financial Consultants are responsible for managing and growing the existing book of business, meeting and profiling prospective clients, reviewing investment goals, recommending investment products (e.g. stocks, bonds, options, mutual funds, annuities) and preparing presentations. Provide ongoing client contact and support to ensure you are meeting client investment objectives and closing the sale of investment and securities brokerage products. Financial Consultants are typically responsible for the sales and customer service of one or more Washington Mutual Financial Centers. |
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| Qualifications |
• FINRA Series 7, 63 and 65 or 66 registrations required
• Life and Disability Insurance license required
• Minimum 2 years financial services with 1 year of sales experience required
• Proven production required
• Certified Financial Planner preferred (Education assistance provided for CFP program)
• Strong sales results in investment products
• Excellent verbal communication and presentation skills
• Bank program preferred
Washington Mutual is an equal opportunity employer. We embrace differences, welcome diversity, and value a culture of respect. |
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| Contact
Name |
John Carruth |
| Contact
Phone |
214-492-4984 |
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