Advisor Talent Solutions · 1 week ago
Financial Planner- Houston, TX
Houston, TX
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $100K/yrOak Harvest Financial Group is seeking an in-office Financial Planner to support their advisory PODs through high-quality plan execution and client relationship support. The role involves preparing planning deliverables, maintaining accurate data, and participating in client meetings, with opportunities for growth into senior planning roles.
AdviceConsultingStaffing Agency
Responsibilities
Prepare, update, and maintain financial planning deliverables and ensure all plans are complete, accurate, and ready for client review
Proactively engage clients to gather updated information, support review preparation, and reinforce Oak Harvest’s client-first experience
Participate in planning and allocation meetings, update systems promptly after meetings, and track client action items
Support ongoing account, annuity, and allocation maintenance to ensure data accuracy and consistency across platforms
Work closely with advisors and POD team members to support client strategy, planning timelines, and service execution
Maintain timely documentation, workflows, and compliance standards across all client interactions and planning systems
Increase client-facing responsibilities over time, pursue licensing and CFP® designation, and progress toward a senior planner role
Qualification
Required
Detail-oriented
Client-focused
Motivated to grow into a planning role
Ability to prepare, update, and maintain financial planning deliverables
Ensure all plans are complete, accurate, and ready for client review
Proactively engage clients to gather updated information
Support review preparation
Participate in planning and allocation meetings
Update systems promptly after meetings
Track client action items
Support ongoing account, annuity, and allocation maintenance
Ensure data accuracy and consistency across platforms
Work closely with advisors and POD team members
Maintain timely documentation, workflows, and compliance standards
Increase client-facing responsibilities over time
Pursue licensing and CFP® designation
Progress toward a senior planner role
Benefits
3 weeks PTO 1st year of employment
401k Company Match
Health Benefits available after 1st month of employment
100% employer-paid employee-only HDHP medical plan
Clear career progression and licensing support
Company
Advisor Talent Solutions
Advisor Talent Solutions (ATS) partners with independent financial advisors to help them build strong, high-performing teams.
Founded in 2012
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase