Who We Are
Cadence is committed to serving the lifelong needs of our customers. That's a commitment made possible by our exceptional teammates. Our team members are what set us apart. Friendly, open, personable and committed to excellence, our teammates make up more than just a bank ... they make up our communities.
No matter where you are in life or where you're going, we may have the right career for you.
Competitive Benefits
Cadence offers a competitive and comprehensive benefits package centered on the well-being of our teammates. Some of our benefits include medical, dental, vision, employee assistance program, life insurance, 401(k), Retirement Pension Benefits, parental leave, tuition reimbursement, and more.
Position: Financial Planner
Organizational Location: Houston, TX
Reports To: Wealth Planning Manager
Working Conditions: Normal, no adverse or hazardous conditions
Job Group Category: Exempt
Work Hours: 8am-5pm
Primary Purpose:
In this entry-level position, analysts will gain exposure in other areas of the firm and later take on wealth planning responsibilities with the expectation that their career will advance towards that of a wealth advisor with a book of business or as a senior member of the Wealth Planning or other L&W internal team.
Principal Duties and Responsibilities:
Job Specifications:
Mastery of technical skills & expertise in software packages
Pursuit of CFP designation
Minimum of 6-24 months likely spent in this position
Proactive and strong work ethic
Ability to multi-task, prioritize and meet deadlines
Professional appearance and demeanor
Ability to work well in a team environment
Proficient with Microsoft Word and Excel
Strong writing skills
Experience with a CRM Database, Document Management software, eMoney or other Financial Planning software is a plus
Core knowledge of the wealth management industry, the fiduciary model, and wealth planning concepts
Knowledge of the firm's wealth planning and other core systems
Knowledge of technology solutions used by the firm
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The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Cadence Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.