Financial Planner
Stavis & Cohen Financial - Houston, TX

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Stavis & Cohen Financial is excited to offer an exceptional opportunity for a Financial Planner interested in joining one of the fastest growing independent financial advisory service firms in the nation.

The Financial Planner will be responsible for assisting experienced advisors design, prepare and implement customized financial plans for high-net worth client families. An ideal candidate will be well-versed in current financial planning techniques and technologies. This is an outstanding opportunity for a hard working self-starter, who appreciates working independently, but enjoys being a member of a highly experienced financial planning team.

The Financial Planner will work directly for and support the Director of Advisory Services as well as support other experienced Advisors.
•Primary Responsibilities:
oResponding to client needs on a daily basis
oAdvancing the financial planning process for client families, including:
?Data collection
?Proposal preparation
?Financial plan preparation
?Executing client strategies resulting from the financial plan delivery, including coordination of:
•Investments
•Insurance
•Estate planning needs
•Other Responsibilities include:
oIdentifying new business opportunities embedded in the existing client base
oPreparing for quarterly client investment review meetings
oProviding assistance to other team members

Financial Planning Association of Houston - 17 months ago - save job - block
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