Crestmont Private Wealth Paraplanner and Brand Ambassador Houston, TX · Boerne, TX · Full time Company website

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**Job Title: Paraplanner and Brand Ambassador**

**Job Type: Full-Time**

**Location: Midland, TX and Houston, TX**

• May start remote but will transition to full time in office.

**Salary Range: $38,000 - $56,000 per year**

**Job Overview:**

Crestmont Private Wealth LLC is seeking a motivated and detail-oriented Paraplanner and Brand Ambassador to join our team. This role will involve supporting our financial advisors in preparing comprehensive financial plans for clients while also representing the company as a brand ambassador in the community. Must be an excellent communicator, detail oriented, positive, and ability work independently.

**Responsibilities:**

- Assist financial advisors in gathering client information and preparing financial plans

- Create detailed reports and presentations for client meetings

• Be familiar with CRM and Schwab Alliance to make client deposits.
• Become or be a Notary.

- Serve as a brand ambassador by attending networking events, seminars, and community outreach activities mostly in the Oil and Gas professional circuits.

• Build knowledge of EMoney, Schwab Alliance, and Orion.

- Build and maintain relationships with clients and potential clients

- Stay current on industry trends and regulations to provide the best possible service to clients

**Requirements:**

- Bachelor's degree in Finance, Business, or related field

- 2+ years of experience in financial planning or a related role (internship may apply or substitute)

- Strong analytical and problem-solving skills

- Excellent communication and interpersonal skills

- Ability to work independently and as part of a team

- Series 65 license preferred but not required until 180 days of employment

- Must adhere to Crestmont Private Wealth LLC's policies and procedures

If you are passionate about financial planning and representing a reputable company in the community, we encourage you to apply for the Paraplanner and Brand Ambassador position at Crestmont Private Wealth LLC. Join us in helping our clients achieve their financial goals and building a strong presence in the Houston and Boerne areas.