Post Oak Private Wealth Advisors: Financial Planning Jobs
Location: Texas
Type: Full Time
Posted: June 11, 2023
Industry: Private
Employment Type: Full Time
Work Hours: 8
Salary: $20 To $30/An Hour
Location: United States
To apply to this job please click the button
Full Job Description
Join Our Team at Post Oak Private Wealth Advisors
Company Overview
Post Oak Private Wealth Advisors is a leading financial services firm that specializes in providing personalized financial planning, investment advisory services, and retirement planning solutions to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional service and customized strategies to help our clients achieve their financial goals.
Position Available: Financial Planning Consultant
We are currently seeking a highly motivated and experienced Financial Planning Consultant to join our team. The ideal candidate will have a strong background in financial planning and a passion for helping clients navigate complex financial decisions. This role will involve working closely with our clients to develop comprehensive financial plans tailored to their unique needs and goals.
Key Responsibilities:
Conduct in-depth financial analysis and review of client portfolios
Develop and implement comprehensive financial plans
Provide ongoing financial guidance and recommendations to clients
Stay current on industry trends and changes in regulations
Collaborate with other team members to deliver exceptional service to our clients
Qualifications:
Minimum of 5 years of experience in financial planning
Ability to work independently and as part of a team
Position Available: Investment Advisory Service
We are looking for an experienced Investment Advisor to join our team and help our clients achieve their investment goals. The ideal candidate will have a proven track record of success in managing investment portfolios and a deep understanding of financial markets.
Key Responsibilities:
Assess clients’ investment objectives and risk tolerance
Develop personalized investment strategies
Monitor and rebalance client portfolios to ensure alignment with their goals
Provide timely investment recommendations based on market conditions
Build and maintain long-term client relationships
Qualifications:
Minimum of 3 years of experience in investment advisory services
Series 7 and 66 licenses required
Proven track record of success in managing investment portfolios
Strong knowledge of financial markets and investment products
Excellent interpersonal and communication skills
Position Available: Retirement Planning Services
We are seeking a Retirement Planning Specialist to join our team and help our clients prepare for a secure and fulfilling retirement. The ideal candidate will have a strong background in retirement planning and a passion for helping clients achieve financial independence in their golden years.
Key Responsibilities:
Assess clients’ retirement goals and financial situation
Develop comprehensive retirement plans tailored to clients’ needs
Provide guidance on retirement savings strategies and income planning
Stay current on retirement planning trends and regulations
Deliver ongoing support and guidance to clients as they transition into retirement
Qualifications:
Minimum of 3 years of experience in retirement planning
Strong knowledge of retirement planning strategies and income solutions
Excellent communication and interpersonal skills
Ability to build trusted relationships with clients
Apply Now
If you are passionate about helping clients achieve their financial goals and have a strong background in financial planning, investment advisory services, or retirement planning, we invite you to apply for a position with Post Oak Private Wealth Advisors. Please submit your resume and cover letter on this page.
At Post Oak Private Wealth Advisors, we are dedicated to providing our clients with the highest level of service and expertise. Join our team and be a part of a dynamic and growing firm that is committed to helping clients achieve financial success.
