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Financial Planner Jobs
Company | Westwood Holdings Group |
Address | , Houston, 77024, Tx |
Employment type | FULL_TIME |
Salary | |
Expires | 2023-08-01 |
Posted at | 11 months ago |
Description
WHO WE ARE
Westwood Management Corp. is a focused investment management boutique offering high-conviction equity and outcome-oriented solutions. Our investment services can address a wide range of investment objectives and challenges for institutional investors, financial intermediaries and private clients. Westwood has two distinct investment capabilities in U.S. Value Equity and Multi-Asset. Based in Dallas, Westwood also maintains an office in Houston. We are focused on transparency, ethical conduct, giving back to the communities in which we operate and creating an environment where our employees can flourish as they serve our clients.
ABOUT THE ROLE
This position will support private wealth advisors with their financial planning engagements by completing comprehensive financial plans, annual updates and client-requested financial analysis. Planning areas will include but are not limited to financial statements, risk management, benefits, insurance analysis, philanthropic planning, investments, income tax, retirement, along with trust and estate planning.
A DAY IN THE LIFE
- Manage Financial Planner, mentoring them, developing their skills and assisting with their analysis as needed
- Analyze and identify gaps within financial planning services and recommend software solutions as needed
- Grow and maintain financial planning education and skills in tax analysis, estate planning, insurance planning, and retirement planning
- Prepare financial planning analysis, including but not limited to gathering client data, analyzing and evaluating the client’s financial status, developing the financial planning recommendations, and presenting the financial planning analysis in client meetings as needed. Analysis can include preparation of comprehensive financial plans, annual updates, and client-requested financial planning analysis
- Other projects, duties and responsibilities as assigned
- Support strategic initiatives for the financial planning department, including process improvement projects and educational materials on financial planning topics
WHAT YOU'LL NEED
Minimum Education Required:
- Bachelors Degree in business, accounting, or other financial related field
Minimum Specific Experience Required:
- CFP® Certification
- 3+ years of financial planning experience in a client service organization; trust or investment management experience
WHO YOU ARE
- Ability to maintain confidentiality and interface with all levels of personnel
- Proficiency with financial software - Naviplan, eMoney, Money Guide Pro or similar preferred
- Proficiency with Microsoft Office including Word, Excel, and Outlook
- Highly motivated and proactive with a willingness to assist in all tasks
- Highly attentive to detail, organized, and neat
- Excellent time management, prioritization, and multi-tasking skills
- Superior interpersonal, organizational, and client service skills
- Excellent communication skills (verbal and written)
- Proficiency with financial calculator
- Positive attitude with a friendly and upbeat demeanor
WHAT YOU'LL GET
- Parental leave & PTO policy.
- Competitive Salary, benefits and 401K company match that vests immediately upon participation.
- Collaborative, dynamic work environment within a fast-paced, mission-driven company.
PHYSICAL DEMANDS
This physical demands required to perform the essential duties successfully are consistent with a professional office environment.
TRAVEL
This position will travel to client locations as well as to other Westwood locations such as in Dallas or Houston, Texas.
This job description may be subject to change at any time.
WHAT TO EXPECT NEXT
We look forward to receiving your application. A member of our Human Capital team will review your application and qualifications. If interested, you will be contacted for an interview.
Westwood is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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