How to Apply
To apply, please submit your resume and Your Story/Background note that addresses the following:
1. Why you are drawn to working in a financial planning/wealth management analyst role
2. An example of how you've supported analytical, planning, or research work in your career
3. How you organize your work and maintain attention to detail when multiple priorities seek your attention
Notify us if using AI to respond, as that is one of the skills that we will be looking for in our search.
BENZER CAPITAL
Preserving Wealth for GenerationsTM
Financial Planning Analyst
Full-Time Position | In-Office | Missouri City Area [Houston]
About Benzer Capital
We are a mission-driven, growth-oriented companies in Southwest Houston along with serving affluent entrepreneurial families. We work in our clients' best interest to provide customized multi-generational asset management, estate and advanced planning. We are looking for an individual who is diligent and provides high quality support to the Practice and our Clients.
Position Overview
This position is for a motivated and career-oriented individual with a positive and pleasant demeanor to join our firm and step into an instrumental role supporting our Wealth Management team. Help conduct the smooth operation and planning of a productive and efficient wealth management office.
In this role, you will provide analytical and preparatory support to our advisors, helping ensure clients receive thoughtful, accurate, and timely financial planning. Support the development and execution of client financial plans, working closely with advisors to analyze portfolios, cash flows, and long-term objectives. Day-to-day responsibilities include building and maintaining financial models, preparing budgeting and forecast reports, and conducting quantitative and qualitative financial analysis. The analyst will help evaluate investment strategies, assist with tax and estate planning scenarios, and prepare clear presentations and reports for client meetings.
This is an entry-level position on Benzer's Wealth Management career track, offering an excellent opportunity to develop your financial planning skills within a dynamic organization that values precision and professionalism.
Key Responsibilities
Client-Facing Support
Areas of assistance to Associate Advisors and the Principal Advisor:
- Gather and maintain client data
- Enter and update client information in WealthBox, eMoney, and Panoramix
- Support client onboarding alongside the Operations team
- Prepare materials for client meetings under direction of senior advisors
Team & Firm Support
Areas of assistance to the Wealth Management team:
- Operate as a dependable teammate, meeting deadlines without close supervision
- Proactively communicate status and capacity to senior advisors
- Understand and support Benzer's mission, service philosophy, and cultural standards
- Integrate into the firm's day-to-day operating rhythm
Growth and Office Support
Areas of assistance to the Principal Advisor:
- Assist with preparing materials for prospect meetings
- Assist with ongoing business development activities
- Maintain thorough documentation of all client interactions and recommendations
- Ensure all activities adhere to fiduciary standards and regulatory requirements
- Utilize firm systems to manage client workflows
- Protect client confidentiality and maintain the highest ethical standards
- Manage client visits, calls, emails, client questions, and correspondence
- Prepare proposals, account opening and maintenance.
- Respond to ad hoc requests, coordinate/track projects
- Manage office and office environment including both physical presentation and professional demeanor.
Qualifications
Required
- Bachelor's degree, preferably in finance, economics, accounting, or a related field
- Strong analytical and Excel skills
- Excellent written and verbal communication skills
- High level of personal organization, attention to detail, and follow-through
- Commitment to working in-office in the Missouri City area
Other qualifications and skills we value
- Entrepreneurial perspective with a service-first mindset
- Ability to use AI within guardrails
- Prior internship or work experience in financial services, wealth management, or accounting
Compensation, Benefits and Other Details
Full Time, on site – Missouri City TX 77459, 90-day probation, benefit specific waiting period
Competitive base salary commensurate with experience: Range $48K - $52K
Performance-based bonus structure tied to both individual achievement and firm success
- 401(k)
- 401(k) matching
- Health insurance [Marketplace HRA]
- Dental insurance
- Vision insurance
- Life insurance
- Paid time off
- Company paid holidays
What Sets This Role Apart
- Fiduciary-First Environment: Work for a firm that truly puts clients first, not one driven by sales quotas or product commissions
- Specialized Niche: Develop deep expertise serving entrepreneurial families
- Quality Over Quantity: Focus on delivering exceptional service to a smaller number of high-value clients rather than chasing volume
- Performance-Based Success: Your compensation grows with your contributions and the firm's success, not through pushing products
- Collaborative Culture: Work alongside a diligent, high-performing team that values preparation, accuracy, and follow-through
- Professional Growth: Build a long-term career with a growing boutique firm that invests in your development, with a defined path toward Associate Advisor
Pay: $48,000.00 - $52,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Life insurance
- Paid time off
- Vision insurance
Application Question(s):
- Have you read and understand the requirements of this position?
Education:
Ability to Commute:
- Missouri City, TX 77459 (Required)
Work Location: In person
