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Financial Planner- Houston, TX

Oak Harvest

Houston, Texas

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JOB DETAILS
SKILLS
Annuities, Certified Financial Planner (CFP), Compensation and Benefits, Customer Experience, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Customer/Client Research, Data Quality, Detail Oriented, Documentation, Financial Planning, Health Plan, Licensing, Multiplatform/Cross-Platform, Plan Meetings, Regulatory Compliance, Strategic Planning, Systems Maintenance, Team Player, Time Management
LOCATION
Houston, Texas
POSTED
11 days ago
Position: Financial Planner
Firm: Oak Harvest Financial Group
Location: In-Office (Houston, TX)
 
Financial Planner
Oak Harvest Financial Group is seeking an in-office Financial Planner to support our advisory PODs through high-quality plan execution, client relationship support, and proactive planning coordination. This role is ideal for someone who is detail-oriented, client-focused, and motivated to grow into a planning role within a collaborative team environment. The Financial Planner plays a critical role in ensuring client plans are accurate, current, and review-ready while supporting
strong client engagement and long-term retention.
 
Overview
The Financial Planner is a client facing role that supports Senior Financial Planners and Advisors by preparing planning deliverables, maintaining accurate data across systems, and participating in client meetings and follow-up. Over time, and once appropriately licensed, this role may have direct ownership of a segment of clients under firm supervision.
 
Why Join Oak Harvest
  • High-impact role supporting a best-in-class client experience
  • Clear development path into senior planning and advisory roles
  • Strong team culture with defined processes and expectations
  • Competitive compensation, benefits, and long-term growth opportunity
 
What you’ll do:
  • Planning Preparation & Execution:
    Prepare, update, and maintain financial planning deliverables and ensure all plans are complete, accurate, and ready for client review.
  • Client Support & Retention:
    Proactively engage clients to gather updated information, support review preparation, and reinforce Oak Harvest’s client-first experience.
  • Meeting & Follow-Up Support:
    Participate in planning and allocation meetings, update systems promptly after meetings, and track client action items.
  • Account & Policy Maintenance:
    Support ongoing account, annuity, and allocation maintenance to ensure data accuracy and consistency across platforms.
  • Collaboration & Communication:
    Work closely with advisors and POD team members to support client strategy, planning timelines, and service execution.
  • Documentation & Compliance:
    Maintain timely documentation, workflows, and compliance standards across all client interactions and planning systems.
  • Professional Growth:
    Increase client-facing responsibilities over time, pursue licensing and CFP® designation, and progress toward a senior planner role.
 
Skills/Experience:
  • College Degree and have completed the education requirement to achieve CFP or equivalent designation
Or
  • College degree in Financial Planning
  • CFP is preferred or willingness to obtain
 
What You’ll Get:
Pay & Perks:
Compensation: $60,000–$100,000 base salary (dependent on experience) + retention bonus potential
 
Benefits:
  • 3 weeks PTO 1st year of employment, then increases to 4 weeks PTO 2nd year of employment
  • 401k Company Match
  • Health Benefits available after 1st month of employment
  • 100% employer-paid employee-only HDHP medical plan
  • Clear career progression and licensing support
 
Schedule:
This is a full-time, in-office position.
If you’re looking to grow your career in financial planning within a structured, high-performing firm, we encourage you to apply.
 
Presented by Advisor Talent Solutions
 
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
 
Learn more about our approach and services at advisortalentsolutions.com  
 

About the Company

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Oak Harvest

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