Overview

Wealth Plan Specialist Wealth management firm located in Northwest Houston seeking an individual that desires to make a positive difference in the lives of its clients.  The Wealth Plan Specialist plays a critical role in the firm.   Responsibilities & Activities:Generate and maintain wealth plans.Create presentations summarizing the wealth plans for client meetings.Coordinate completion of meeting action items with clients and clients’ advisors (CPA’s, Attorneys, etc.).Interact and correspond with clients on documentation.Provide weekly updates on the status of the wealth planning process.Design/obtain case illustrations for life, long term care and disability insurance and coordinate application and underwriting process.Perform investment and product research.Open and process account requestsPrioritize and deliver on most critical issues or activities on a daily basis.Create, maintain and enhance written office systems and procedures. Knowledge, Skills & Abilities:Bachelor’s degree in business administration, accounting, finance, or similar field of study.Minimum of three years of financial planning or public accounting experience.CFP®NASD Series 7 & 63Experience with eMoney software is desired, but not required.Extreme attention to detail.Excellent attitude and an extraordinary client service orientation.A genuine interest in serving and caring for other people.A strong focus on getting the details right and strives for a high level of accuracy.Excellent organizational and time management skills.Ability to handle multiple tasks.Has impeccable follow through.Ability to work independently with limited supervision.Proficient in adobe, word, excel, outlook, powerpoint and internet explorer.