Senior Financial Services Specialist

hace 3 semanas


Cerro Gordo, Puerto Rico Waterway Wealth Management A tiempo completo
Join Our Financial Planning Team at Waterway Wealth Management

We are a fee only financial planning and investment firm based in The Woodlands, TX, and we are seeking a highly motivated Associate Financial Planner to join our collaborative team.



About the Role

As a key member of our team, you will be responsible for preparing and analyzing materials for client meetings, attending client meetings, and executing follow-up actions from client meetings promptly and accurately.



Key Responsibilities

  • Prepare and analyze materials for client meetings
  • Attend client meetings, document key discussions, and actively participate
  • Execute follow-up actions from client meetings promptly and accurately
  • Support the onboarding process for new clients
  • Confidently provide financial planning advice
  • Assist and collaborate with other planners as needed
  • Manage client calls and address service-related requests
  • Coordinate interactions with custodians
  • Communicate with external professional service providers


Requirements

We are looking for a self-starter who is detail-oriented, hardworking, and eager to learn. The ideal candidate should have 3-5 years of industry experience, be actively working towards CFP certification, and possess strong organizational skills and proficiency in Microsoft Office 365 (Excel, Word, Outlook, PowerPoint).



Preferred Skills

Experience with eMoney, Fidelity, Schwab, Morningstar, and Salentica-Elements is a plus.



About Waterway Wealth Management

We are a small, collaborative office committed to creating a fulfilling work environment that fosters both personal and professional growth. Our team works together to best serve our clients, upholding values like accountability, integrity, and honesty while integrating traditional principles of respect, family, and faith.



Why Join Our Team?

We strive to deliver a distinctive client experience through teamwork and dedication. If you are passionate about contributing to the client experience and are eager to take ownership of client relationships, we encourage you to apply for this exciting opportunity.




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