Job description
TEXAS WEALTH MANAGEMENT, LLC, One of Houston’s Most Successful Financial Planning Firms, seeking a CLIENT ACCOUNT MANAGER.
TEXAS WEALTH MANAGEMENT, LLC a full-service financial planning firm in Houston’s Clear Lake Area, is accepting resumes and conducting interviews for a CLIENT ACCOUNT MANAGER position.
A Client Account Manager (CAM) at Texas Wealth Management, LLC is responsible for the handling of all account issues for our clients and is the liaison between the client and the advisor.
CAMs prepare the advisors for client meetings, process transactions and provide administrative support to the advisors regarding all client concerns.
The Ideal Candidate:
- Honest and Intelligent
- Detail-oriented with a high degree of accuracy
- Possesses excellent communication and organizational skills
- Able to initiate, prioritize and follow through with multiple projects efficiently
- Solid problem solving and analytic abilities
- Proficiency with Microsoft Word, Excel and Outlook
- Two plus years of experience in a similar position preferred
FINRA Series 7 and 63 licenses REQUIRED.
At Texas Wealth Management, LLC we offer a professional (and fun) working environment:
- Competitive starting salary (70k+ possible depending on qualifications)
- Employer paid health insurance (Major medical)
- Employer paid 401k retirement contributions (up to 15% of salary after one year)
- Quarterly bonuses tied to company profitability and other increasing loyalty bonus at year end
- Paid Vacation and Sick Time
A background check will be conducted and considered prior to employment
Job Type: Full-time
Pay: From $70,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
Physical setting:
- Office
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Houston, TX 77058: Reliably commute or planning to relocate before starting work (Required)
Education:
- Bachelor's (Preferred)
Experience:
- Customer relationship management: 2 years (Preferred)
License/Certification:
- Series 7 (Required)
- Series 63 (Preferred)
- Series 66 (Preferred)
Work Location: In person
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