Financial Planning Analyst

Status: Available

Posting Date: 09/16/2025

Location: Houston, TX

Full Time: Yes

Part Time: No

Salary: $80,000.00 - 120,000.00

Type: DH

Description:

Join a fast-growing, award-winning wealth management firm as a Financial Planning Analyst and prepare to become an Associate Wealth Manager within 24–36 months. You’ll receive direct mentoring, technical training, and hands-on client exposure.

You’ll Do:

• Support Wealth Managers with financial strategies and plans

• Prepare reports, presentations, and meeting materials

• Manage client cases and follow-ups

• Conduct basic investment and benefits research

• Attend client meetings and learn by doing

You’ll Bring:

• Bachelor’s in Finance, Business, Accounting, or Financial Planning

• 1–3 years’ relevant experience/internship

• CFP Required

• Strong technical and interpersonal skills

Why This Role:

• Clear path to Associate Wealth Manager

• Mentoring and continuing education supported

• Competitive salary + bonuses + comprehensive benefits

• Collaborative, positive, and flexible environment in Houston

Education: Bachelor’s degree in Finance, Business, Accounting or Financial Planning Master’s degree preferred (Finance, JD, MBA) Pursuing CFP, CFA, or CPA; Series 65 license

Experience: Financial services/wealth management internships or positions Familiarity with eMoney, Redtail CRM, Orion preferred

Job Categories: Accounting/Finance

Responsibilities:

• Input data into planning software & prepare reports

• Support Wealth Managers with strategies and meetings

• Manage assigned client cases, coordinate tasks

• Attend meetings, take notes, handle follow-ups

• Perform basic investment and benefit research

• Assist with client service and operations

Skills:

• Financial planning & analysis

• Client relationship management

• Data entry & reporting in planning software

• Investment & benefit research

• Preparing presentations, agendas, and follow-ups

• Collaboration and task management

Requirements:

• 1–3 years’ relevant experience or internships

• Strong technical and interpersonal skills

• Ability to meet deadlines and manage workload

• Team collaboration mindset

• Willing to relocate to Houston, TX