**Job Title: Senior Service Advisor (CFP REQUIRED)****Job Type: Full-Time****Location: Houston, TX****Salary Range: $70,000 - $90,000 per year****Job Overview:**Crestmont Private Wealth LLC is seeking a dynamic and experienced Senior Service Advisor with a Certified Financial Planner (CFP) certification to join our team in Houston, TX. The ideal candidate will be fluent in E-Money, Ycharts, Client Engagement, and possess excellent technical and soft skills.**Responsibilities:**- Provide comprehensive financial planning services to clients, including investment management, retirement planning, and estate planning- Develop and maintain strong client relationships through regular communication and meetings- Conduct thorough financial analysis and create customized financial plans based on clients' goals and objectives- Stay up-to-date on industry trends and regulations to provide clients with the most current and relevant advice- Collaborate with internal teams to ensure seamless delivery of services and exceed client expectations**Requirements:**- Certified Financial Planner (CFP) certification required- Bachelor's degree in Finance, Business, or related field- Minimum of 5 years of experience in financial planning or wealth management and client facing, leading meetings- Proficiency in E-Money, Ycharts, and other financial planning software- Strong communication and interpersonal skills- Ability to work independently and as part of a team- Series 65 mandatory- Must adhere to Crestmont Private Wealth LLC's policies and company agreementsIf you are a CFP fluent in E-Money, Ycharts, Client Engagement, and possess excellent technical and soft skills, we invite you to apply for the Senior Service Advisor position at Crestmont Private Wealth LLC. Join our team and help our clients achieve their financial goals and secure their futures. recblid 89kqbzkel1l5m7o5d8qdmdijztf8f9