Financial Planning Associate - Houston, TX

About the role

The Mather Group (TMG) is seeking a detail-oriented Financial Planning Associate to support our growing wealth management team. We are looking for a professional who combines strong analytical skills with a client-focused mindset to help develop comprehensive financial plans across retirement, tax strategy, estate planning, and investment management.

Responsibilities

- Support and collaborate with wealth advisors to create comprehensive financial plans that encompass retirement planning, tax strategies, estate planning, and investment management. - Enter client information into repositories, including Salesforce and MoneyGuidePro/eMoney, while maintaining accurate and up-to-date client information, ensuring data integrity across all technologies. - Assist in preparing client presentations and meetings, communicating financial plans and recommendations effectively to clients. - Stay abreast of industry trends, tax law changes, and investment strategies to contribute valuable insights to the financial planning process. - Ensure compliance with regulatory requirements and internal policies in the development and execution of financial plans. - Participate in client meetings to gather relevant financial information; comprehend clients’ goals, risk tolerance, and financial aspirations. - Actively pursue professional development opportunities, including obtaining relevant certifications, to enhance knowledge and skills in financial planning.

Requirements

- Bachelor’s degree in Financial Planning, Finance, Consumer Economics, or a related field - Relevant internship experience required. - S65 license required or willing to obtain within 90 days of hire. - Desire to pursue the Certified Financial PlannerTM (CFP®) designation. - Familiarity with MoneyGuidePro, or other financial planning technology. - Knowledge of financial products and financial planning concepts. - Excellent analytical skills and attention to detail. - Effective communication skills, both written and verbal. - Strong organizational and time-management abilities.

Qualifications

- Location: Houston – 3 days in office required - Role Classification: Full-Time, Exempt – 40+ hours per week - Compensation: $70,000 - 85,000, plus annual bonus opportunity. Final compensation / base salary will be commensurate with experience.

Benefits

- Medical insurance - Vision insurance - Dental insurance - 401(k) - Paid maternity leave - Paid paternity leave - Commuter benefits - Tuition assistance - Disability insurance

Pay

$70,000 - 85,000, plus annual bonus opportunity. Final compensation / base salary will be commensurate with experience.

Schedule

Full-Time, Exempt – 40+ hours per week TMG's an equal opportunity employer and welcomes candidates from diverse backgrounds Apply for this role.