Careers
Senior Advisor with Partner/Ownership
Position Description: This position allows the successful candidate to work for a wealth management and investment advisory firm in The Woodlands,
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Financial plan design and implementation
- Personal consultation
- Annual reviews
- Coordination of financially related issues with the client's other advisors (CPA's, attorneys, etc.)
The candidate must be a producer and have the ability to demonstrate a minimum of 100K production for the previous 3 years.
Qualifications: CFP and/or CPA/PFS designation and a minimum of 5 years business experience with at least 3 years in a financial planning capacity.
- Series 7, 65 and insurance license.
- Experience with and the ability to work confidently with high net worth clients is a must.
- Excellent writing, listening and communication skills.
- Strong analytical and organizational skills with a strict attention to accuracy and exceptionally detail-oriented.
- Ability to work effectively both independently as well as part of a team in a small organization.
- Solid computer skills, working knowledge of planning software.
- Professional appearance and demeanor.
- High sense of urgency and follow through.
Compensation: Competitive compensation and benefits; very high partnership potential and equity ownership.
Apply: Email your resume and salary requirements to charles@cgeraci.com
Financial Planner
Availability: Immediate, Full-Time, and Permanent
Position Description:
This position allows the successful candidate to work for a wealth management and investment advisory firm in The Woodlands,
- Financial plan design and implementation
- Personal consultation
- Annual reviews
- Coordination of financially related issues with the client’s other advisors (CPA’s,attorneys, etc.)
Qualifications:
- CFP and/or CPA/PFS designation and/or a minimum of 5 years business experience with at least 3 years in a financial planning capacity.
- Experience with and the ability to work confidently with high net work clients is a must.
- Excellent writing, listening and communication skills.
- Strong analytical and organizational skills with a strict attention to accuracy and exceptionally detail-oriented.
- Ability to work effectively both independently as well as part of a team in asmall organization.
- Solid computer skills, working knowledge of planning software.
- Professional appearance and demeanor.
- High sense of urgency and follow through.
Company Description:
C. Geraci & Company, Wealth and Investment Advisors, specializes in tax, investment, estate, and retirement planning strategies. The firm was established in 1988 and is independent. It is not owned or financially supported by any bank, brokerage firm,insurance company, or other financial institution. Over the years, the firm has worked with a wide range of clients covering a variety of situations and needs. Our objectives to help our clients in achieving financial independence in both their personal and business goals.
Further information about our firm and the services we provide can be obtained by browsing our website at www.cgeraci.com.
Compensation: Competitive compensation and benefits
Apply: This is a confidential search, do not contact company offices.
Apply: Email your resume and salary requirements to charles@cgeraci.com
Contact Name
Registered Investment Advisor