Associate Financial Planner

Associate Financial Planner – Houston, Texas

Penney Financial is a fast-growing, boutique fee-only RIA with a unique business model. We are searching for an Associate Financial Planner who can serve as the Firm owner’s right-hand in serving a growing client base. Because the Firm is young, the opportunities for expanding responsibilities and impacting the company’s future are considerable. We are looking for a candidate who embraces more of a start-up culture than the more traditional wealth management firm, all the while striving for excellence in wealth advisory and client service.

Job Function

Because this position will wear many hats – including administrative, operations, financial planning and portfolio construction – the candidate will need to be dynamic and have a desire to initiate and follow-through on projects that can provide added value to a client relationship or client experience. This role will not be responsible for business development or directly advising clients for some time (depending on firm growth and a candidate’s readiness to handle those responsibilities).

Ideal Candidate

The ideal candidate has the following qualities: altruistic perspective, confident communicator, humble, technical writer, detail-oriented with ability to see high-level, and a vast understanding of financial planning and how to serve high net worth clients.

The ideal candidate has 2-5 years of experience in financial services or the wealth management industry – job emphasis on financial planning and client service for high net worth families is preferred.

CFP (or progress on), CPA, or MBA is preferred, but not required.

A Bachelor’s Degree at an accredited, esteemed university is required.

Compensation

Salary and annual bonus will be commensurate with experience.

Questions to answer with your email:

1. Why did you initially decide to work in the financial planning and financial services industry?

2. With the emergence of robo-advisors and low-cost advice through companies such as Vanguard, how can Financial Planners and Advisors still deliver cost-effective value to clients?

To apply, please send your resume and answers to the above questions to Ashley@PenneyFinancial.com