Wealth Planner
Houston, TX 
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Posted 1 day ago
Job Description

There are many things to consider when deciding on your next employer. Do you want a job where you earn a paycheck? Or do you want a CAREER with a company that values their employees as well as the communities that they are in? At Cadence Bankwe are more than just a work place. We are a company that prides itself on values and the people that we employ. Start your search for a career with our company!

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: (Summary of major reason this job exists)

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: (Majority of duties performed, but not meant to be all inclusive or to prevent other duties from being assigned)

  • Assist the Investment, Trading, and Operations teams with client onboarding and servicing
  • Assist the Wealth Planning team in development of financial plans and recommendations
  • Participate and be a valuable contributor in various team meetings across departments
  • Understand and support the firm's vision, mission, and strategy
  • Engage in teamwork and teambuilding and integrate into the culture of the firm

Job Specifications: (Knowledge, skills, and abilities normally required for competent performance in the job)

  • Bachelor's degree (B.A. or B.S.) from a four-year college or university, in Financial Planning, Finance, Accounting, or other business-related degree
  • No prior professional work experience required
  • Industry related internship experience is a plus
  • 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

Disclaimer

The above 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.

BancorpSouth 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.

Company: Cadence Bank

We are 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.

Company: Cadence Bank

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
Open
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