Senior Financial Planner - Client-Focused Wealth Strategy

CMC Recruiting; San Antonio (TX); On-site; USD 125,000 - 280,000; Full time

Benefits offered by this job

Paid time off

Continuing education

401(k)

Health insurance

Job summary

The Opportunity: Our client is a growing, fee-only wealth management firm seeking an experienced Financial Planner to join its team in San Antonio, Texas. This role focuses on building comprehensive financial plans, solving client needs, and managing meaningful client relationships.

What You’ll Do: Own client relationships, build plans, analyze complex financial situations, and communicate clear recommendations.

Qualifications

• 5+ years of meaningful financial planning or wealth management experience.
• Hands on experience building comprehensive financial plans.
• Strong understanding of financial planning concepts and strategies.
• Ability to analyze financial situations independently and develop well reasoned recommendations.
• Understanding of tax considerations and how taxes can affect planning decisions.
• Strong client relationships and interpersonal skills.
• Ability to explain complex financial concepts clearly and confidently.
• Exceptional attention to detail and problem solving skills.
• CFP designation preferred but not required.
• Experience in a comprehensive, planning-focused RIA environment preferred.
• Experience working alongside tax professionals is a plus.
• Experience with MoneyTree, Black Diamond, and Redtail is a plus.
• Ability and desire to work full time in the firm's San Antonio office.

Responsibilities

• Own and develop relationships with assigned clients.
• Build, maintain, and update comprehensive financial plans.
• Analyze complex financial situations and develop customized recommendations.
• Evaluate cash flow, retirement, investment, tax, estate, and insurance planning.
• Consider tax implications when developing and evaluating planning strategies.
• Work through planning questions without standardized templates.
• Clearly communicate recommendations and reasoning to clients.
• Partner with the firm's investment, tax, planning, and client service professionals.
• Coordinate across internal teams to implement recommendations accurately.
• Monitor plans and identify opportunities, risks, and changes.
• Maintain detailed client information and planning documentation.
• Continue developing technical financial planning expertise as responsibilities grow.

Skills

Financial planning

Wealth management

Client relationships

Analytical thinking

Independent work

Team collaboration

CFP designation

Education

CFP designation

Tools

MoneyTree

Black Diamond

Redtail

Job description

The Opportunity: Our client is a growing, fee-only wealth management firm seeking an experienced Financial Planner to join its team in San Antonio, Texas. This role focuses on building comprehensive financial plans, solving client needs, and managing meaningful client relationships.

What You’ll Do: Own client relationships, build plans, analyze complex financial situations, and communicate clear recommendations.