Financial Planner

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

About the Role

Join a collaborative advisory team to deliver comprehensive, fee-based financial advice as a fiduciary while proactively growing and serving a defined client base. You’ll lead impactful client conversations, surface planning opportunities, translate complex topics into clear guidance, and deliver a consistent, high-touch experience within a structured planning framework.

Responsibilities

• Grow and serve relationships
• Build a healthy pipeline through referrals, centers of influence, community involvement, networking, and digital engagement.
• Manage a book of roughly 150 client households within our client’s segmentation and service model.
• Lead discovery meetings; craft personalized plans covering investments, cash flow, risk management/insurance, retirement readiness, tax strategies, and estate considerations.
• Conduct regular planning reviews and provide behavioral coaching to support sound decision-making.
• Maintain strong relationships through timely follow-up, clear next steps, and trust-centered communication.
• Plan and deliver advice
• Perform financial check-ups and needs analysis using MoneyGuidePro or comparable planning software.
• Identify and communicate actionable investment and planning opportunities (e.g., tax-loss harvesting, model alignment, portfolio/risk adjustments).
• Present recommendations with clarity, confidence, and well-supported rationale.
• Partner closely with Client Service Associates and Service Advisors to ensure smooth onboarding, service delivery, and retention.
• Business development and brand presence
• Maintain consistent business development activity and a documented prospect pipeline.
• Represent our client at select events, workshops, and community initiatives.
• Strengthen visibility through digital channels, thought leadership, and community engagement.
• Documentation, compliance, and professionalism
• Keep thorough, timely records of meetings, planning notes, and follow-ups in CRM (Salesforce).
• Adhere to fiduciary standards, regulatory requirements, and internal processes.
• Participate in continuing education, advisor training, and internal casework reviews.
• Align recommendations with our client’s investment philosophy and planning approach.

Qualifications

• Bachelor’s degree from an accredited institution
• CFP designation (or actively pursuing) highly preferred
• FINRA Series 652–5+ years of RIA or financial planning experience
• Demonstrated success acquiring and retaining client relationships
• Excellent communication, presentation, and influence skills
• Strong follow-through and ability to manage multiple clients and priorities
• High comfort with planning tools and CRM platforms
• Solid business, financial, and economic acumen
• Clean compliance record and a fiduciary mindset

Preferred Skills

• Familiarity with MoneyGuidePro, Orion, SmartX, or similar platforms
• Track record in a planning-first, model-driven advisory environment
• Working knowledge of tax planning, risk management/insurance, and estate planning
• Background in behavioral finance or client coaching

Pay range and compensation package

Advisors in this role operate as fiduciaries, providing fee-based advice aligned with clients’ best interests and our client’s values-centered philosophy. If you’re seeking a place where purpose, growth, and impact matter, we’d love to hear from you.

Equal Opportunity Statement

We are committed to diversity and inclusivity.