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Financial Planning Associate

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The Menard Financial Group

2021-12-03 08:50:24

Job location Houston, Texas, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

A successful financial advisory firm located in the Galleria area is looking for a para planner.

Responsibilities will include preparing financial plans for clients that include the areas of cash flow, tax, investment, estate, retirement and investment planning.

An undergraduate degree and certification as a Certified Financial Planning (CFP) are required. A Certified Public Accountant (CPA) will be considered. Must have proven knowledge and experience in financial planning. Significant knowledge of financial products such as life insurance and annuities is also required.

Submit compensation requirements and your experience with a cover letter to be considered.

Job Type: Full-time

Experience:

  • Financial planning: 2 years (Required)

Education:

  • Bachelor's (Required)

License:

  • CFP, CPA (Required)

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