Financial Advisor

Talentwealth; San Antonio (TX); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company match

Paid time off

Job summary

TalentWealth Recruiting, representing a San Antonio wealth management firm, is seeking a Financial Advisor. You will work with an existing client base, assist with financial planning, retirement planning, and investment decisions in an in-office setting.

Ideal candidates range from new graduates to experienced advisors who prefer a stable, relationship-focused environment. Licensing (Series 65) and CFP are preferred, with access to marketing-generated warm leads.

Qualifications

• Licensing and credentials to serve as an Investment Adviser Representative.
• CFP designation strongly preferred for experienced candidates.

Responsibilities

• Develop and maintain strong relationships with established clients.
• Serve as a trusted contact for clients and families.
• Assist clients with financial planning, retirement planning, and investments.
• Conduct regular client reviews and identify opportunities to add value.
• Meet with qualified prospective clients generated by marketing.
• Close warm leads and transition clients into ongoing advisory relationships.

Skills

Client relationships

Financial planning

Investment strategy

Wealth management

Communication

Education

Series 65

CFP designation

Investment Adviser Representative

Job description

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in San Antonio, TX is looking to add a Financial Advisor to their growing team.

Work Arrangement: 100% In-Office

Compensation: Competitive Base Salary + Bonus & Commission Opportunities

Industry: Independent, Fee-Only Wealth Management / RIA

The Opportunity

An established and growing independent, fee-only wealth management firm in San Antonio is looking to add Financial Advisors to its team.

This is an excellent opportunity for someone who enjoys financial planning, building long-term client relationships, and helping families make important financial decisions — without the traditional pressure of building a book of business from scratch.

The firm has an established client base and a highly developed marketing and lead-generation platform. Advisors will work with existing clients while also meeting with qualified prospective clients who are generated through the firm's marketing efforts.

There is no requirement to bring a transferable book of business, cold call, or conduct traditional prospecting.

The firm is open to a wide range of experience levels. Candidates may range from recent college graduates looking to begin a career in wealth management to experienced Financial Advisors seeking a more stable, relationship-focused environment.

What You'll Do

• Develop and maintain strong relationships with established clients.
• Serve as a trusted point of contact for clients and their families.
• Assist clients with financial planning, retirement planning, investment strategy, and other wealth management needs.
• Conduct regular client review meetings and proactively identify opportunities to better serve existing relationships.
• Meet with qualified prospective clients generated through the firm's marketing and lead-generation efforts.
• Help prospective clients understand the firm's services and determine whether the relationship is a good fit.
• Close qualified warm leads and transition new clients into ongoing advisory relationships.
• Identify opportunities to expand relationships with existing clients.
• Collaborate with other advisors and team members to deliver a high level of client service.
• Continue developing financial planning, investment management, and relationship-management expertise.

Who We're Looking For

The firm is intentionally flexible regarding experience and is interested in candidates at multiple stages of their careers.

Potential candidates may include:

• Recent college graduates interested in beginning a career as a Financial Advisor.
• Financial services professionals with approximately 2+ years of industry experience.
• Experienced Financial Advisors looking for an established platform where they can focus more heavily on clients and planning rather than prospecting.
• Candidates with experience in financial planning, wealth management, investment management, banking, brokerage, or related financial services environments.

Prior financial planning experience is preferred but not required.

Licensing & Credentials

Candidates should possess or be willing to obtain the appropriate credentials to serve as an Investment Adviser Representative.

A Series 65 or qualifying professional designation is required to ultimately function in the Financial Advisor role.

The CERTIFIED FINANCIAL PLANNER™ (CFP™) designation is strongly preferred, particularly for experienced candidates.

Why Consider This Opportunity?

Unlike many traditional Financial Advisor positions, this opportunity does not require you to build a business entirely through your own personal network.

The firm provides:

• No transferable book of business requirement
• No cold calling or traditional prospecting
• An established base of client relationships
• Warm prospective-client opportunities generated through the firm's marketing efforts
• A consistent base salary that does not decrease over time
• Bonus and commission opportunities in addition to base compensation
• Additional compensation opportunities for expanding existing client relationships and converting firm-generated leads
• Health insurance
• 401(k) plan with company match
• Paid time off
• An established independent, fee-only wealth management platform
• Opportunities for professional development and long-term career growth

This is a 100% in-office position in San Antonio, Texas.