Fiduciary Financial Planner & Growth Advisor

Squarely LLC; San Antonio (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

A financial advisory firm in Texas is seeking a dedicated financial advisor to join their team. This role involves providing fee-based financial advice and managing relationships with a defined client base. The ideal candidate will have a Bachelor's degree and preferably a CFP designation, with experience in RIA or financial planning. Responsibilities include performing financial reviews, offering personalized plans, and maintaining client satisfaction through effective communication. The firm values purpose, growth, and impact in its operations.

Qualifications

• 5+ years of RIA or financial planning experience.
• Demonstrated success in acquiring and retaining client relationships.
• High comfort with planning tools and CRM platforms.

Responsibilities

• Grow and serve relationships with approximately 150 client households.
• Conduct regular planning reviews and provide behavioral coaching.
• Perform financial check-ups and needs analysis.

Skills

Excellent communication

Presentation skills

Influence skills

Strong follow-through

Ability to manage multiple clients

Education

Bachelor’s degree from an accredited institution

CFP designation (or actively pursuing)

Tools

MoneyGuidePro

Salesforce

Job description

A financial advisory firm in Texas is seeking a dedicated financial advisor to join their team. This role involves providing fee-based financial advice and managing relationships with a defined client base. The ideal candidate will have a Bachelor's degree and preferably a CFP designation, with experience in RIA or financial planning. Responsibilities include performing financial reviews, offering personalized plans, and maintaining client satisfaction through effective communication. The firm values purpose, growth, and impact in its operations.