Efficient Wealth Management (EWM) is a boutique wealth management firm located in The Woodlands, Texas. EWM is a growth-oriented firm, consistently averaging about 25% annual growth. As a company that caters to affluent clients, we help them achieve their financial goals through investment consulting, advanced planning, and expert relationship management. Our systematic processes allow us to integrate all elements of this comprehensive strategy and provide the highest quality of service to our valued clients.

At Efficient Wealth Management, our core values are at the front and center of everything we do. One of these core values is generosity. Our team views generosity as its own reward. Giving without expectation. That's why we have created a commitment for our firm to donate $100,000 to various charities and causes. We want to make a positive difference in the lives of those less fortunate. For more information about our commitment and the charities and causes we support, please click here.

To learn more about EWM's culture and values please click here.

We are looking for a Planning Associate to join our growing team.

Job Requirements:

  • A Bachelor’s degree (preferred) in Business, Finance, Marketing, Economics or related professional experience in Sales, Education, Military, Finance, Legal or Accounting or other related business
  • Excellent communication, time-management, and organizational skills
  • Proficiency with Microsoft Excel
  • Familiarity with Tamarac, Redtail CRM, MoneyGuidePro, or Orion (preferred)
  • Excellent interpersonal skills
  • Excellent analytical skills
  • Good technical skills
  • Attention to detail

Job Responsibilities:

  • Administer client account paperwork and transfers
  • Participate in projects (ad hoc and long term) and own to completion
  • Interface with client third party administrators, attorneys, accountants, and custodians
  • Analyze client situations and propose possible solutions in the wealth management planning process
  • Provide support to relationship manager(s) and wealth manager(s)
  • Operate financial planning and client management software

This is an entry level position with the opportunity for growth. Everyone who has succeeded in this position has moved forward to a more client-facing position with significant personal growth and income potential. If you're a self-motivated, goal-oriented person, we encourage you to apply.

Salary and benefits:

The salary range for this position will be $45,000-50,000, based on experience. We offer benefits of health insurance, 401K, profit share, and bonus.

Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take an assessment. A background and credit check will be required.

We are an Equal Opportunity Employer.