8 financial planner jobs at 5 companies in Houston, TX
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Senior Financial Planner
Houston, Texas, United States
OnsiteFull Time
2+ YOE2+ years financial planning experience, Series 7 and 66 required, CFP preferred, bachelor’s degree or equivalent, familiarity with insurance and financial services, CRM and planning software experience, strong communication and Microsoft Office skills.
Salesforce, eMoney, MoneyGuidePro, Microsoft Office, Outlook
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Financial Planner- Houston, TX
Houston, Texas, United States
$60k-$100k/yr OnsiteFull Time
Prepare planning deliverables, maintain data accuracy, and support client meetings while pursuing CFP designation.
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Principal Environmental Planner - FERC
Houston, Texas, United States
$115k-$149k/yr HybridFull Time
10+ YOE5+ MgmtBachelor's in biology/ecology/environmental science required (Master's preferred); 10+ years relevant experience; 5+ years project management in consulting; experience with NEPA, FERC and federal permitting; client management and project financials.
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Principal Environmental Planner - FERC
Houston, Texas, United States
$115k-$149k/yr RemoteFull Time
10+ YOE5+ MgmtBachelor's in biology/ecology/environmental science (Master's preferred), 10+ years relevant experience, 5+ years project management, NEPA/FERC permit experience preferred, agency engagement, project financials, client development, leadership skills.
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US Channel Business Planner
Spring, Texas, United States
$83k-$128k/yr OnsiteFull Time
4+ YOE4+ years experience in planning/strategy/operations; responsible for sales forecasting, reporting, quota/compensation design, analytics, financial modeling; strong Excel/PowerPoint and SQL skills; PMP preferred; bachelor’s or graduate degree recommended.
Microsoft Excel, Microsoft PowerPoint, SQL
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Vice President, Wealth Planner - Sugar Land, TX
Sugar Land, Texas, United States
OnsiteFull Time
5+ YOERequires 5+ years in financial services or related fields, 3–5 years in financial planning, Series 7 and 66 licenses, strong wealth planning, investment management, client relationship, sales, and technology skills.
planning software
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Vice President, Wealth Planner - Sugar Land, TX
Sugar Land, Texas, United States
OnsiteFull Time
5+ YOE5+ years industry experience (10+ preferred), 3-5 years financial planning experience (5+ preferred). Bachelor's degree and CFP highly preferred. Series 7 & 66 required or ability to acquire. Strong client relationship, planning, sales, and technology skills.
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US Commercial Channel Business Planner
Spring, Texas, United States
$105k-$162k/yr OnsiteFull Time
5+ YOEBachelor's or graduate degree recommended; typically 5+ years experience in strategy, planning, operations or related; strong Excel, PowerPoint, SQL and Power BI skills; forecasting, reporting, financial modeling, quota/comp design, and stakeholder communication.
SQL, Power BI, Microsoft Excel, Microsoft PowerPoint