Office Financial Planner Licensing Path
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-03-01
Listing for:
Oak Harvest Financial Group
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A leading financial advisory firm in Houston, Texas, seeks an in-office Financial Planner to enhance client relationships and support senior planners. Responsibilities include preparing financial deliverables, maintaining accurate data, and participating in client meetings. This full-time position provides a competitive salary range of $60,000–$100,000, with benefits including 3 weeks PTO and a 401k match. Ideal candidates are detail-oriented and motivated for professional growth within a collaborative team environment.
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