Client facing, planner, advisor. Series 65 a plus as is any other securities license, designations and/or insurance experience or licensure. MS office, excellent communication skills, strong written and verbal skills. Ability to keep planning projects on point. You will prep for client review meetings, income planning strategies, use CRM systems and financial planning software. Critical thinking and analysis. Detail oriented, honest and dependable.
Join one of the fastest growing fiduciary based planning firms in The Woodlands. We are seeking either a new graduate with a financial planning degree or an experienced associate advisor with at least three years of experience. Will consider your credentials and work history but a clean record and solid reputation is non negotiable. We have beautiful offices, an amazing team, great work/life balance, and a great history of serving clients in our community with the very best in holistic planning.
Excellent Salary, Benefits, Insurance
Employment Type: Employee - Full Time
Provident Wealth Advisors LLC
Name: Daniel Goodwin