Financial Planner

The Well; San Antonio (TX); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with safe harbor match

Unlimited PTO

Health/dental/vision insurance with 75% of family premiums covered

Half-day Fridays

Office closed from Christmas Eve through New Year’s

Growth path into closing advisor or领导

Job summary

A growing hybrid retirement-focused wealth management firm in Central Texas is seeking a Financial Planner (Service Advisor) to manage long-term client relationships. The role involves guiding pre-retirees and retirees through income planning using firm tools, with a strong emphasis on collaboration and empathy. With no need to prospect new business, this position offers the chance to join a supportive, small team with a clear growth path. Strong benefits include a 401(k) match and unlimited PTO. Apply now to explore this opportunity.

Qualifications

• Experience as a Financial Advisor, Service Advisor, or Financial Planner working directly with clients.
• Passion for working with pre-retirees and retirees on income and distribution planning.
• Required licensing: Series 65 or Series 7 + 63, plus life & health insurance.
• Polished, professional presence with high energy.
• High emotional intelligence and the ability to handle direct, candid feedback.
• Polished, professional presence with high energy.

Responsibilities

• Join post-close meetings and co-create retirement plans with the closing advisor.
• Lead ongoing review meetings and provide clear, empathetic guidance.
• Partner with internal teams to ensure smooth onboarding and account maintenance.
• Contribute ideas as the firm expands across Central Texas.
• Contribute ideas as the firm expands across Central Texas.
• Throwing the ball here and there for the office dog, Bella!

Skills

Client relationship management

Financial advising

Emotional intelligence

Planning software proficiency

Planning software experience

Professional presence

Education

Series 65 or Series 7 + 63

Life & Health Insurance license

Tools

Planning software

Job description

We’re hiring a Financial Planner (Service Advisor) on behalf of our client—a growing hybrid retirement-focused wealth management firm in Central Texas.

If you love building long-term relationships with retirees, want strong internal support, and prefer a small, family-style team with big growth plans, this might be your next home.

Role Snapshot

• Step into warm, closed relationships — no cold calling
• Own the long-term client relationship after the rainmaker closes the business
• Collaborate with a paraplanner, new business, and service team so you can focus on meetings and advice
• Guide pre-retirees and retirees (typically $1M–$5M+ portfolios) through retirement income and distribution strategies
• Help refine plans using firm models and tools while keeping conversations simple and human

What You’ll Be Doing

• Join post-close meetings and co-create retirement plans with the closing advisor
• Lead ongoing review meetings, answer client questions, and provide clear, empathetic guidance
• Partner with internal teams to ensure smooth onboarding, transfers, and account maintenance
• Nurture relationships so referrals and retention stay strong as the firm grows
• Contribute ideas as the firm expands across Central Texas
• Throwing the ball here and there for the office dog, Bella!

What You Bring

• Experience as a Financial Advisor, Service Advisor, or Financial Planner working directly with clients
• Passion for working with pre-retirees and retirees on income and distribution planning
• Required licensing: Series 65 or Series 7 + 63, plus life & health insurance
• Comfortable with planning software and learning new tools
• High emotional intelligence and the ability to handle direct, candid feedback
• Polished, professional presence with high energy

Why This Opportunity Stands Out

• No need to prospect or close new business, you inherit relationships that are already closed into clients.
• Small, tight-knit team that truly cares about you as a person
• Strong benefits: 401(k) with safe harbor match, unlimited PTO (if not abused), health/dental/vision with 75% of family premiums covered
• Half-day Fridays and the office closed from Christmas Eve through New Year’s
• Clear growth path into a closing advisor role or leadership as the firm adds offices in Central Texas

Ready to explore this?

Apply here and we’ll connect if your background aligns.