Financial Planner- Houston, TX

Advisor Talent Solutions•Houston, TX

2d•$60,000 - $100,000•Onsite

About The Position

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. 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

Responsibilities

Prepare, update, and maintain financial planning deliverables and ensure all plans are complete, accurate, and ready for client review.
Proactively engage clients to gather updated information, support review preparation, and reinforce Oak Harvest’s client-first experience.
Participate in planning and allocation meetings, update systems promptly after meetings, and track client action items.
Support ongoing account, annuity, and allocation maintenance to ensure data accuracy and consistency across platforms.
Work closely with advisors and POD team members to support client strategy, planning timelines, and service execution.
Maintain timely documentation, workflows, and compliance standards across all client interactions and planning systems.
Increase client-facing responsibilities over time, pursue licensing and CFP® designation, and progress toward a senior planner role.