Investment Advisor Houston - Rpoa

Description

Job Details

Level :
Experienced

Job Location :
Houston Location - Houston, TX
Education
Level :

4 Year Degree

Salary Range :
Undisclosed

Job Category :
Sales

Retirement Planners of America (RPOA)

is a registered investment advisor specializing in Retirement Planning, headquartered in Plano, TX. RPOA has offices in California, Oklahoma, Arizona, and Texas. Most of our clients are retired or nearing retirement.

The firm, which was founded in 2011 as Money Matters with Ken Moraif, serves over 7,500* clients nationwide and has $3.3 billion* assets under management (AUM).

(*As of June 30, 2022)

RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investments.

The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments.

At RPOA, we believe that retirement should be one of the best times of someone's life and we strive to help our clients have tha

t

Retirement Planner


OVERVIEW:

At RPOA, a Retirement Planner is an Investment Advisor who specializes in helping clients who are age 55 and older.

You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.

We are looking for an experienced Retirement Planner who would be based in the Houston area office (St. James). A RPOA Financial Planner

receives a generous base salary of $90,000 in addition to quarterly bonus compensation based on acquiring new clients and increasing client assets under care (AUC).

RPOA offers generous benefits, including a 100% 401(k) match on 6% of pay contributed by the employee.

RPOA's culture, enabled by RPOA's Core Values, has created an environment where employees thrive as team to provide an exceptional experience for our clients.

PRIMARY RESPONSIBILITIES:

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

Answering client questions about financial plans and strategies and giving financial advice.

Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.

Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.

Contacting clients regularly to discover changes in their financial status.

Building and maintaining a client base

Other assigned/reassigned duties and responsibilities assigned by leadership

Maintaining compliance with all rules and regulations in the financial advisory industry


REQUIREMENTS:
Bachelor's degree in business, finance, or related field.

3 + years of financial advisory sales experience.

Financial Planning administration, or management consulting experience.

Demonstrated track record of success as a Financial Advisor in an RIA setting.

Strong financial system and business administration understanding.

Ability to review data and make relevant management decisions.

Experience providing quality financial advice.

Proficient in Word, Excel, Outlook, and PowerPoint.

Comfortable using a computer for various tasks.

Chartered Retirement Planning Consultant (CRPC)

– Required within 4 months of hire date.

Ability to adapt and remain flexible in a culture of change.

Bachelors degree in business, finance or related field.

• 5 years of sales experience.

Financial Planning administration, or management consulting experience.

Demonstrated track record of success as a Financial Advisor in a RIA setting.

Strong financial system and business administration understanding.

Ability to review data and make relevant management decisions

Experience providing quality financial advice.

Proficient in Word, Excel, Outlook, and PowerPoint.

Comfortable using a computer for various tasks.

CFP(r) designation preferred

Ability to adapt and remain flexible in a culture of change

#J-18808-Ljbffr