Relationship Manager

New Planner Recruiting
Paulina Walters
. The Woodlands, TX
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What we are offering:

We are a fee-only wealth management firm working with a unique set of clients – Business Owners and Leaders, The Southeast Texas Energy Industry, and the Major Airlines. As one of the leading companies in The Woodlands, TX, we offer investment consulting strategies that help our clients protect their wealth while working toward their financial goals. But don’t just take our word for it – we have recently been awarded as a Top Wealth Management Firm by The Houston Business Journal.

We want to continue providing the most prestigious service to our clients and are seeking a Relationship Manager to assist in the entire client engagement. To join our team, you must be driven, have a passion for financial planning, and seek to work in an environment where employee contribution and learning new skills is encouraged.

What you will get to do:

  • Respond to client requests via phone and e-mail promptly, efficiently and perform account administration in support of these requests
  • Ultimate ownership for resolution of all client inquiries
  • Administer client account transfers and account paperwork
  • Participate in projects (ad hoc and long term) and own to completion
  • Interface with client third party administrators, attorneys, accountants, and custodians
  • Prepare client trades for review by superior
  • Analyze client situations and propose solutions in the wealth management planning process
  • Liaison between the support staff and wealth managers

What we seek in a candidate:

  • A Bachelor’s degree in Business, Finance, Marketing, Financial Planning, Economics or related professional experience in Sales, Education, Military, Finance, Legal or Accounting or other related business
  • Series 65 (highly preferred) or interest in pursuing
  • Excellent communication, presentation, time management and organizational skills
  • Working knowledge of MoneyGuidePro (preferred)
  • Knowledge of Redtail CRM,, Orion, Total Rebalance Expert (TRX) is a plus
  • Above average knowledge of Microsoft Excel

Position perks:


  • Competitive Salary with bonus and profit sharing program
  • Medical, Dental and Vision Insurance – 50% of premium employer paid
  • 401(k) with company match
  • Paid vacations & holidays
  • Health club stipend