Company: Core Group
Skills: Financial Analyst
Education: Bachelors/3-5 yr Degree
Location: Houston, Texas, United States


Why join us?

We are a company that wants to help you in your job search. Core Group Resources is America's leading maritime and offshore recruitment company. Founded by a licensed mariner who has experience in offshore. As a team, we make it our priority to efficiently match great people with the perfect job.

The contact person for this job is Craig Boulet. 


Our client is a well-established leader in the Financial Planning and Wealth Management industry. They have offices in Houston, The Woodlands and other locations in TX. They provide their clients a holistic, end to end Financial Planning and Risk Management service at an exceptionally high level of quality. Guided by a "Clients First" philosophy, they guide customers through all stages of life. Clients can expect unbiased advice and a structured process to help deliver comprehensive and coordinated solutions.

 

JOB DUTIES RESPONSIBILITIES

  • Develop comprehensive financial plans in the areas of retirement planning, protection planning, cash flow, and debt management, investment strategies, college planning, tax planning, estate, and business planning
  • Create detailed action plans for clients to be able to follow to reach their financial goals
  • Participates in and conducts client meetings
  • Communicate with clients as necessary to obtain financial data
  • Track financial planning process and prepare correspondence
  • Manage multiple projects and tasks simultaneously

 

REQUIREMENTS/SKILLS

  • Bachelor's degree required
  • FINRA Series 7, 63 & 66 Licensed, TX Insurance License
  • Certified Financial Planner (CFP) designation preferred
  • Strong understanding of financial terms and concepts
  • Familiar with web applications and working knowledge of MS Office suite
  • Highly organized, able to learn quickly, problem-solving skills, and proficient communicator
  • Able to work both independently and on a team
  • Strong attention to detail, highly organized, ability to multi-task in a fast-paced environment with strong written and verbal communication
  • Strong independent judgment and decision-making skills

 

If you're interested in independence, having one of the industry's highest payouts while putting your clients first, then this is the opportunity for you.