Top 16 Finance associate Jobs in Conroe, Tx

Financial Planning Associate - Wealth Management
TalentLink Solutions —Conroe, TX
- $60,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Paid holidays
- Disability insurance
Quick Apply
1d
Financial Services Associate
SFI Financials —Spring, TX
- $50,000 - $100,000 a year
- Part-time
- Hybrid work
- Background check
- 18 years or older
- US work authorization
- Professional development assistance
- Flexible schedule
Quick Apply
Associate -Corporate Strategy
Howard Hughes —The Woodlands, TX
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Part Time Associate Banker Greater Woodlands (30 hours)
JPMorganChase —The Woodlands, TX
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Registered Branch Associate
Edward Jones —Conroe, TX
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Part Time Associate Banker Northeast (30 hours)
JPMorganChase —Spring, TX
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Associate Financial Advisor
Wealth Enhancement Group —The Woodlands, TX
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
Surety Associate Underwriter (Contract Surety)
IAT Insurance Group —Spring, TX
- Contract
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Profit sharing
- Paid holidays
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Registered Client Service Associate - Ameriprise Financial Advisors - Clear Lake, TX
Ameriprise Financial —Houston, TX
- Full-time
- Hybrid work
- Research
- Office
- 3 years
- Work from home
Registered Client Service Associate
Ameriprise Financial —Kingwood, TX
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
Real Estate Associate
Howard Hughes —The Woodlands, TX
- Full-time
- Microsoft Excel
- Mid-level
- Finance
- Health insurance
- Dental insurance
Associate Financial Analyst
Imagine Learning —United States
- $62,470 - $75,000 a year
- Online Application
- Hybrid work
- Clean driving record
- Microsoft Excel
- Mid-level
- Paid holidays
- Disability insurance

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Financial Planning Associate - Wealth Management

TalentLink Solutions
Conroe, TX

Quick Apply

Job Details

Full-time
$60,000 - $75,000 a year
1 day ago

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Financial planning software
Customer communication
Microsoft Excel
Microsoft Outlook
Investment management software
Research
Bachelor's degree
Experience practicing in the securities industry
Technical Proficiency

Full Job Description

We are an independent wealth management firm, seeking a Financial Planning Associate to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our growing organization! As a primary point of connection for our clients, it’s important that you naturally bring warmth, positivity, and a genuine desire to take care of others. We are 100% focused on the client experience and always strive to make a lasting, positive impact. We have three offices across Texas, and while this role will be based in our Conroe office, our team works closely together to support our clients and each other every step of the way. As our business has continued to grow, we have recognized a gap for a role that bridges between our advisors, our clients, and our existing operations team.

Your top priority in this role is supporting the advisory team in a few key areas. You will prepare for client meetings, attend meetings alongside the advisors, and ensure all post meeting action items are tracked and completed. You will also play an important role in our overall service delivery by responding to client inquiries, processing paperwork, providing updates, conducting research, and managing both verbal and written correspondence with a proactive, service first approach.

This opportunity is designed for someone who wants to build a long term career in wealth management and grow into a client facing role. As you gain experience, you'll continue developing your technical expertise while taking on greater responsibility and becoming more involved with client relationships. We're looking for someone who is curious, dependable, takes pride in their work, and is always willing to jump in and support the team.

Responsibilities & Activities

Support advisory team with preparation of well-polished documentation and presentation materials for meetings
Attend meetings with prospects and existing clients to take notes, document discussion points, and coordinate post meeting follow up
Review and organize meeting notes; document client updates and action items; enter and schedule tasks in the CRM; and complete follow up items in accordance with firm procedures
Ensure an exceptional client experience by responding to client inquiries, providing timely updates, coordinating service requests, troubleshooting issues, and partnering with the advisory team to deliver effective solutions
Execute intra-day requests such as trades, wires, and journals with precision and within strict deadlines, ensuring proper initiation, review, approval, completion, and proactive communication with clients
Provide operations and service overflow support, including answering phones, opening new accounts, processing applications, and managing asset transfers
Gather and analyze client financial information and conduct research to support financial planning recommendations and advisor initiatives
Prepare client reports, financial forecasts, cash flow projections, goal based planning scenarios, and other planning materials for advisor review
Review and maintain client data across the firm's technology platforms to ensure accurate financial plans, reporting, and client records

Knowledge, Skills, & Abilities

Bachelor’s degree required, preferably in finance, financial planning, or a related field
1-3 years of experience within securities or related industry experience required
Series 7 and 66 (or combination of 63 & 65) securities license(s) highly preferred but not required
Exceptional written and verbal communication skills
Industry-specific software/platform experience required; Osaic knowledge highly preferred
Knowledge of industry-specific software required; familiarity with eMoney preferred
Strong technology skills and proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) required
High level of professionalism and confidentiality, with a strong attention to detail
Highly organized and adaptable, with the ability to multitask and shift between responsibilities throughout the day
Ability to prioritize and solve problems while maintaining composure and focus

We offer a great working environment with a focus on work/life balance. We offer a full benefits package with Medical, Dental, Vision, Paid Time Off, Holiday Pay, 401K with a match, Short-term and Long-term disability, and some additional non-traditional creative benefits. Our office mascot is Oakley, a friendly golden retriever. This is a great opportunity to play a key role in the continued success of our company.

Pay: $60,000.00 - $75,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in conroe, tx

Financial Planning Associate - Wealth Management

Financial Services Associate

Associate -Corporate Strategy

Part Time Associate Banker Greater Woodlands (30 hours)

Registered Branch Associate

Part Time Associate Banker Northeast (30 hours)

Associate Financial Advisor

Surety Associate Underwriter (Contract Surety)

Registered Client Service Associate - Ameriprise Financial Advisors - Clear Lake, TX

Registered Client Service Associate

Real Estate Associate

Associate Financial Analyst

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