Waterway Wealth Management is a fee only financial planning and investment firm located in The Woodlands, TX.

At Waterway, we are a small, collaborative office committed to creating a fulfilling work environment that fosters both personal and professional growth. Our team works together to best serve our clients, upholding values like accountability, integrity, and honesty while integrating traditional principles of respect, family, and faith. Through teamwork and dedication, we strive to deliver a distinctive client experience.

Waterway is seeking an Associate Financial Planner with 3-5 years of industry experience. The ideal candidate thrives in a collaborative team setting and is passionate about contributing to the client experience. This role will initially involve learning the firm’s processes, gaining a deep understanding of account management, financial planning, and investment philosophy. We are looking for a self-starter who is detail-oriented, hardworking, and eager to learn.

Responsibilities

Prepare and analyze materials for client meetings
Attend client meetings, document key discussions, and actively participate
Execute follow-up actions from client meetings promptly and accurately
Support the onboarding process for new clients
Confidently provide financial planning advice
Assist and collaborate with other planners as needed
Manage client calls and address service-related requests
Coordinate interactions with custodians
Communicate with external professional service providers

Desired Skills

· Confident in communicating with high-net-worth clients

· Thrives in a collaborative team environment

· Eager to take ownership of client relationships

· Self-motivated and proactive

· Highly detail-oriented

· Demonstrates initiative and a strong desire for professional growth

Experience and Education

3-5+ years of industry experience, actively working towards CFP® certification
Strong organizational skills and proficiency in Microsoft Office 365 (Excel, Word, Outlook, PowerPoint)
Bachelor’s degree in Finance, Accounting, or a related business field

Preferred Skills

· Experience with eMoney, Fidelity, Schwab, Morningstar, and Salentica-Elements is a plus

Waterway Wealth Management

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Associate Financial Planner