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Wealth Paraplanner & Ops Analyst - Houston; In-Office
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-06-20
Listing for:
Crestmont Private Wealth
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
Crestmont Private Wealth in Houston, TX is seeking a detail-oriented Paraplanner and Operations Analyst who will support financial advisors in developing comprehensive financial plans.
This full-time in-office role requires excellent communication skills and a strong commitment to the company's core values. The successful candidate will have at least 2 years of experience in financial planning, preferably holding a Bachelor's degree in a relevant field.
The position emphasizes teamwork, operational duties, and client interaction, with a salary range of $45,000 to $80,000, dependent on experience.
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