Relationship Manager/Senior Financial Planner
General Information
- Job Title: Relationship Manager/Senior Financial Planner
- Location: Houston, Texas 77056
- Date Posted: 11/22/11
- Job Type: Full-Time
- Compensation: Salary and Bonus
Job Description
Our Senior Relationship Manager/Financial Planner is expected to take full charge of managing financial planning engagements and client relationships of Linscomb & Williams.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The candidate must be self motivated, independent, have the ability to multi-task, and be able to handle a high volume of activity. Excellent organizational and communication skills are required, and the ability to work independently, as well as as part of a team. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Conduct inquiry meetings with prospective clients to gather financial information, determine their financial goals, and assess potential scope of financial planning engagement.
- Propose and price financial planning engagements with individual clients.
- Prepare analysis and recommendations in all major financial planning areas for presentation to client, working with outside professionals as necessary.
- Present financial planning recommendations in all major financial planning areas.
- Conclude engagements by directing clients to appropriate resources for implementation of financial planning recommendations.
- Partner with internal investment manager to engage L&W as client’s wealth manager.
- Respond to inquires from existing clients and update financial planning recommendations as necessary when requested by client.
- Some business development responsibilities.
Qualifications
Education & Experience:
- Master’s degree (M.A.) or equivalent, CPA or JD
- Ten years related experience and/or training.
Skills:
- Proficient computer skills: Financial Planning software, database management programs, and Microsoft Office (Excel, Word)
- Excellent organizational skills
Certificates and Licenses:
- Certified Financial Planner CFP® designation and CPA/PFS (Personal Financial Specialist) required.
Submit Cover Letter and Résumé Here:
Senior Financial Planner
General Information
- Job Title: Senior Financial Planner
- Location: Houston, Texas 77056
- Date Posted: 11/22/11
- Job Type: Full-Time
- Compensation: Salary and Bonus
Job Description
Our Senior Financial Planner is expected to take full charge of managing financial planning engagements of Linscomb & Williams.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The candidate must be self motivated, independent, have the ability to multi-task, and be able to handle a high volume of activity. Excellent organizational and communication skills are required, and the ability to work independently, as well as as part of a team. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Prepare analysis and recommendations in all major financial planning areas for presentation to client, working with outside professionals as necessary.
- Present financial planning recommendations in all major financial planning areas.
- Partner with internal investment manager to engage L&W as client’s wealth manager.
- Respond to inquires from existing clients and update financial planning recommendations as necessary when requested by client.
- Some business development responsibilities.
Qualifications
Education & Experience:
- Master’s degree (M.A.) or equivalent, CPA or JD
- Five to ten years related experience and/or training.
Skills:
- Proficient computer skills: Financial Planning software, database management programs, and Microsoft Office (Excel, Word)
- Excellent organizational skills
Certificates and Licenses:
- Certified Financial Planner CFP® designation or CPA/PFS (Personal Financial Specialist) required.