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Office Financial Planner | Path to Senior Advisor
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-01
Listing for:
Advisor Talent Solutions
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Oak Harvest Financial Group is seeking an in-office Financial Planner in Houston, TX, to support advisors through high-quality plan execution and client relationship support. The role involves preparing planning deliverables, participating in client meetings, and ensuring compliance standards.
Ideal for detail-oriented individuals motivated to grow within a collaborative team, the position offers a base salary of $60,000–$100,000, along with benefits like 3 weeks PTO, 401(k) matching, health benefits, and clear career progression.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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