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Financial Consultant Financial Advisor Financial Services

Financial Planning Support Specialist

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Threadneedle group
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Houston seeks a Registered Client Service Associate to support high-producing advisors in financial planning and client interactions. The role requires 3-5 years of relevant experience, a bachelor's degree, and the ability to obtain necessary licenses. Responsibilities include preparing financial plans, conducting investment research, and general administrative duties. Join a diverse team committed to exceptional client service and making a positive impact on financial planning.
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