Senior Financial Planning Specialist
Location: Houston, Texas
Description: Lucas Group is looking of Senior Financial Planning Specialist right now, this occupation will be placed in Texas. For complete informations about this occupation opportunity please give attention to these descriptions. Location : Houston, TX Lucas Group is North America's premier executive search firm. Since 1970, our culture and methodologies have driven superior results. We assist mid-tier to Fortune 500 clients find transcendent, executive talent; candidates fully realize their career ambitions; and associates find professional success. We are currently partnering with an industry-leading client organization on a search for a Senior Financial Planning Specialist to support this firm's goal of substantial growth.
Highlights:
Work for a private organization managing $2+ billion in assets Great benefits and 401k + match Very competitive salary + BONUS opportunity and paid vacation
Key Responsibilities:
Develop and implement comprehensive financial plans for clients
Ensure financial plans are implemented accurately and follow up with parties if needed
Review trust instruments and facilitate communication with clients, CPAs, attorneys and other professionals
Maintain and build relationships with clients and keep client records up to date
Coordinate changes in investment programs with the portfolio manager
Assist in the ongoing maintenance of the financial planning software
Required education and experience:
Bachelor ' s degree in Accounting, Finance or related field. Will also consider a legal background (LLM) 3+ years of experience working with high net worth clients Experience and knowledge of estate planning, trust documents, personal finances, tax returns, estate tax, gift tax, and investment strategies
Preferred education and experience:
CPA, J.D., CTFA, CFP or CFA highly desirable Graduate degree
To apply to this job, email your resume to HoustonAF@lucasgroup.com or click "Apply Now."
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If you were eligible to this occupation, please email us your resume, with salary requirements and a resume to Lucas Group.
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This occupation will be opened on: Sat, 18 Aug 2012 06:34:31 GMT
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