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Financial Planner - Entry Level CFP Prep
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-03-06
Listing for:
Mercer Advisors
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Houston seeks an entry-level Financial Planner responsible for document analysis and financial plan preparation. The role includes collaborating with various specialists and utilizing financial planning tools to create customized plans for clients. Ideal candidates are detail-oriented, self-motivated, and possess strong communication skills. The position offers a competitive salary range of $68,000 - $80,000 USD and an array of benefits, including health insurance and a 401(k) plan.
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Position Requirements
Less than 1 Year
work experience
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