Certified Financial Planner

Lead Advisor; San Antonio (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

Lead Advisor is seeking a seasoned wealth management professional to build and update comprehensive financial plans and quarterback the client experience for designated clients.

The role requires strong communication, analytical skills, and deep knowledge of investment, insurance, and tax planning concepts. You will collaborate with investment, service, and tax teams to deliver tailored plans and ensure client retention.

Qualifications

• Bachelor’s Degree minimum.
• 5 years of client-facing financial planning or wealth management experience.
• Strong communication, presentation, listening, and analytical skills.
• Knowledge of investment, financial planning, insurance, and tax planning concepts.
• Detail oriented and coachable.

Responsibilities

• Build and update comprehensive financial plans.
• Lead client experience for designated clients.
• Analyze financial data to determine strategies for client objectives.
• Provide planning guidance to investment management, client service, and tax teams.
• Deliver comprehensive financial plans to clients.
• Stay current with financial planning techniques.
• Collaborate with firm professionals to optimize client recommendations.
• Excel in client follow-up and retention.

Skills

Communication skills

Presentation skills

Listening skills

Analytical skills

Financial planning knowledge

Tax planning concepts

Detail oriented

Coachable

Self-motivated

Team collaboration

Education

Bachelor's Degree

Tools

MS Excel

MS Word

MS Outlook

PowerPoint

Job description

Lead Advisor is a wealth management consulting and search firm. This is for our client, an established and fast growing RIA.

The main responsibilities for this position include:

• Building and updating comprehensive, accurate financial plans
• Quarterbacking the client experience for your designated clients.
• Analyzing financial information obtained from clients to determine strategies for helping clients meet their financial objectives.
• Provide financial planning guidance to the investment management, client service, and tax team
• Analyze, draft, edit, and deliver comprehensive financial plans to clients.
• Keeping up-to-date with cutting edge financial planning techniques.
• Leadership capabilities to see projects and initiatives to completion.
• Working together with other firm professionals to ensure that the suite of recommendations being made are the most advantageous to the client and in their best interests.
• Excel in incredible follow up skills with clients.
• Ensure retention of the firm’s clients
• Able to be here during office hours 8am-5pm

It is important that this candidate is a self-motivator that can work autonomously on a team without micro-management while, at the same time, holding themselves accountable to getting their responsibilities accomplished on time. However, at the same time, they will get behind executive leadership. The candidate must be able to act professionally and courteously in an exceptional manner with clients and other team members.

Benefits include:

• 401(k) stripped of all expenses.
• Paid time off starts at 4 weeks for the first year, 5 weeks for the second year, then 6 weeks thereafter along with all market holidays
• Free brokerage
• Access to all company resources
• 50% health insurance paid plus access to dental, vision, life, short-term & long-term disability, and other group insurance.
• Window office
• Paid continuing education.

Requirements Include:

• Bachelor’s Degree minimum, preferably in personal financial planning
• 5 years of client-facing financial planning or wealth management experience
• Excellent communication, presentation, listening, and analytical skills.
• Strong knowledge of and the ability to present investment, financial planning, insurance, and tax planning concepts.
• Detailed oriented
• Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
• Must have positive, friendly personality; someone easy to get along with
• Ability to adapt and learn quickly, can figure things out for themselves.
• Coachable
• Experience with MoneyTree preferred.
• Experience with Black Diamond preferred.
• Experience with Redtail preferred.
• Self-motivated, dependable, resourceful, and, most importantly, loyal
• Poised, doesn’t buckle under pressure.
• Determined & dedicated (willing to do whatever it takes to get the job done right and on time)