Horizon Wealth Advisors · 1 day ago
Associate Financial Planner
Houston, TX
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $70K/yr
0+ years expHorizon Wealth Advisors is a boutique RIA based in Houston that focuses on high-net-worth families seeking financial clarity. The Associate Financial Planner role is designed for someone early in their career, providing support to senior planners while learning comprehensive financial planning and client management skills.
AdviceFinancial ServicesWealth Management
Responsibilities
Prepare client financial planning facts and meeting materials in eMoney (net-worth statements, cash-flow projections, scenario modeling)
Gather and organize client data via PreciseFP engagements, portfolio and tax-planning tools, and Microsoft tools
Track planning recommendations and assist with implementation
Attend client meetings (virtual and in-person) to take accurate, detailed notes throughout our AI software
Follow up post-meeting with action items and documentation throughout CRM
Maintain accurate client records across firm tech stack
Assist with special projects
Support the team with data entry, document organization, and process improvements
Qualification
Required
Bachelor's degree (any field)
Strong written and verbal communication skills
Coachable mindset with a genuine desire to learn and grow
Service-oriented attitude and comfort in face-to-face (and virtual) interactions
High attention to detail and strong organizational skills
Passion for helping people achieve financial clarity and security
Preferred
Bachelor's degree in Finance, Accounting, Economics, Business, or related field
0–2 years of professional experience (internships, customer service, or finance-related roles count)
Basic familiarity with financial planning software & CRMs
Benefits
Health insurance (medical, dental, vision)
401(k) with employer match
Paid continuing education and professional development budget
Supportive team environment with direct mentorship from senior advisors
Opportunity for occasional remote work and travel to industry conferences
Company
Horizon Wealth Advisors
Horizon Wealth Advisors is a financial advisory firm that offers financial advice, wealth and investment management services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Colin Lee, CFP®, AAMS®
Partner, Director of Financial Planning
Owen Murray, CFA
Partner / Dir. of Investments
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