Senior Financial Planner — Deep, Customized Wealth Planning Leader

CMC Recruiting; San Antonio (TX); On-site; USD 162,000 - 198,000; Full time

Benefits offered by this job

Onsite gym

Team lunches

Health insurance

Job summary

CMC Recruiting's client in San Antonio, TX is seeking an experienced Financial Planner to join a growing fee-only wealth management team. You will focus on building comprehensive financial plans, solving client needs, and managing meaningful client relationships without business development requirements.

This opportunity offers a base salary of $175,000 plus uncapped AUM-based compensation, with strong collaboration across investment, tax, planning, and client service professionals.

Qualifications

• 5+ years of meaningful financial planning or wealth management experience preferred.
• Hands-on experience building comprehensive financial plans.
• Strong technical understanding of financial planning concepts and strategies.

Responsibilities

• Own and develop relationships with assigned clients and maintain plans.
• Build, maintain, and update comprehensive financial plans.
• Analyze complex financial situations and develop customized recommendations.
• Clearly communicate recommendations and the reasoning behind them to clients.
• Coordinate across internal teams to ensure recommendations are implemented accurately.
• Monitor client plans and proactively identify opportunities, risks, and changes.

Skills

Relationship management

Financial planning

Analytical thinking

Communication

Attention to detail

Education

CFP designation preferred

Tools

MoneyTree

Black Diamond

Redtail

Job description

CMC Recruiting's client in San Antonio, TX is seeking an experienced Financial Planner to join a growing fee-only wealth management team. You will focus on building comprehensive financial plans, solving client needs, and managing meaningful client relationships without business development requirements.

This opportunity offers a base salary of $175,000 plus uncapped AUM-based compensation, with strong collaboration across investment, tax, planning, and client service professionals.