Retirement-Focused Financial Planner — No Cold Calls

The Well; San Antonio (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with safe harbor match

Unlimited PTO

Health/dental/vision insurance with 75% of family premiums covered

Half-day Fridays

Office closed from Christmas Eve through New Year’s

Job summary

A growing hybrid retirement-focused wealth management firm in Central Texas is seeking a Financial Planner (Service Advisor) to manage long-term client relationships. The role involves guiding pre-retirees and retirees through income planning using firm tools, with a strong emphasis on collaboration and empathy. With no need to prospect new business, this position offers the chance to join a supportive, small team with a clear growth path. Strong benefits include a 401(k) match and unlimited PTO. Apply now to explore this opportunity.

Qualifications

• Experience as a Financial Advisor, Service Advisor, or Financial Planner working directly with clients.
• Passion for working with pre-retirees and retirees on income and distribution planning.
• Required licensing: Series 65 or Series 7 + 63, plus life & health insurance.
• Polished, professional presence with high energy.

Responsibilities

• Join post-close meetings and co-create retirement plans with the closing advisor.
• Lead ongoing review meetings and provide clear, empathetic guidance.
• Partner with internal teams to ensure smooth onboarding and account maintenance.
• Contribute ideas as the firm expands across Central Texas.

Skills

Client relationship management

Financial advising

Emotional intelligence

Planning software proficiency

Job description

A growing hybrid retirement-focused wealth management firm in Central Texas is seeking a Financial Planner (Service Advisor) to manage long-term client relationships. The role involves guiding pre-retirees and retirees through income planning using firm tools, with a strong emphasis on collaboration and empathy. With no need to prospect new business, this position offers the chance to join a supportive, small team with a clear growth path. Strong benefits include a 401(k) match and unlimited PTO. Apply now to explore this opportunity.