Financial Advisor

Capital Strategies, Beyond Wealth; San Antonio (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Training & mentorship

Structured career path

Community impact opportunities

Job summary

Capital Strategies, Beyond Wealth in Texas is seeking motivated Financial Advisors to build a client-centered practice that helps individuals, families, and business owners plan for their financial future. You will develop your own professional practice, guiding clients with trusted planning strategies and solutions while growing within a structured, mentorship-driven environment.

Trainings, accountability, and ongoing professional development are available to empower you to build a meaningful

Qualifications

• Experience delivering client-centered financial guidance.
• Ability to develop and maintain client relationships across diverse client segments.
• Strong communication and interpersonal skills to educate clients on planning options.

Responsibilities

• Develop and maintain relationships with clients, families, and business owners.
• Conduct client discovery conversations to understand goals and needs.
• Gather financial information and identify planning strategies.
• Educate clients on protection, planning, investments, and retirement solutions.
• Build a referral-based practice through networking and communities.
• Engage in ongoing training, coaching, and professional development.

Skills

Relationship building

Client discovery

Financial planning

Sales / business development

Communication

Tools

CRM software

MS Office

Job description

We are looking for motivated, relationship-driven professionals who want to build a meaningful career helping individuals, families, and business owners plan for their financial future. As a Financial Advisor, you will have the opportunity to develop a client-centered practice, provide trusted guidance, and grow within a supportive environment focused on training, mentorship, accountability, and long-term success.

About the Opportunity

This role is ideal for someone who wants more than a traditional job. It is an opportunity to build a career with purpose, independence, and impact. Financial Advisors work closely with clients to understand their goals, identify needs, and recommend strategies designed to help protect what matters most, build financial confidence, and support long-term planning.

What You’ll Do

In this role, you will build and manage client relationships while developing your own professional practice. Your work will combine business development, client discovery, financial education, and ongoing relationship management.

Key Responsibilities

• Develop and maintain relationships with individuals, families, business owners, and professionals.
• Conduct client discovery conversations to understand goals, priorities, concerns, and financial needs.
• Gather relevant financial information and help identify appropriate planning strategies.
• Educate clients on solutions related to protection, planning, insurance, investments, retirement, and long-term financial security.
• Build a referral-based practice through networking, community involvement, and professional relationships.
• Participate in training, coaching, and ongoing professional development.
• Operate with integrity, professionalism, and a commitment to putting clients’ needs first.

What We Offer

• A structured career path designed to support professional growth and business development.
• Training, mentorship, and collaboration with experienced professionals.
• The ability to build a practice with independence, flexibility, and personal ownership.
• A team-oriented culture built on transparency, accountability, and shared success.
• Opportunities to make a meaningful difference in the lives of clients and communities.
• Ongoing professional development to help strengthen your knowledge, confidence, and client impact.

Who Thrives in This Role

• Entrepreneurial, self-motivated professionals who want to build something meaningful.
• Strong communicators who enjoy developing relationships and earning trust.
• Individuals who are coachable, disciplined, and willing to follow a proven process.
• People who are comfortable networking, asking thoughtful questions, and creating new opportunities.
• Professionals who care deeply about helping clients make informed financial decisions.
• Goal-oriented individuals who value independence, accountability, and long-term career growth.