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Financial Planning Associate – in Wealth Management
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-06-05
Listing for:
The Mather Group
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
The Mather Group seeks a detail-oriented Financial Planning Associate in Houston to support its wealth management team. The ideal candidate will excel in developing comprehensive financial plans, gather client data, and prepare compelling materials for meetings. Must have a Bachelor’s in a related field and relevant internship experience. The role requires a S65 license or willingness to obtain it. Compensation ranges from $70k to $85k, plus bonuses, with benefits including medical insurance, 401(k), and tuition assistance.
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Position Requirements
10+ Years
work experience
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