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

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.

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

Contact Name                       

Jim Caire, CFPÒ Financial Planning Director

jcaire@houston.nef.com

Contact Phone                        (713) 963-1400

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