Financial Planner

Description
We are looking for a Financial Planner to support clients with thoughtful, personalized financial guidance in Houston, Texas. This role focuses on building clear planning recommendations across retirement, tax, investment, and estate considerations while working closely with advisors and internal specialists. The ideal candidate brings strong analytical ability, sound judgment, and the communication skills needed to turn complex financial information into practical next steps for clients.


Responsibilities:

• Create tailored financial planning deliverables, including long-term retirement scenarios, spending analyses, and personal balance sheet summaries using planning software and supporting tools.

• Evaluate tax situations and model future outcomes to uncover strategies that can improve tax efficiency and strengthen overall financial results.

• Review outside investment accounts to assess asset mix, risk exposure, tax implicatio...