Wealth Advisor — Warm Leads, Stable Platform, In-Office

Talentwealth; San Antonio (TX); Vor Ort; USD 75.000 - 120.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) plan with company match

Paid time off

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Client relationships

Financial planning

Investment strategy

Wealth management

Communication

Ausbildung

Series 65

CFP designation

Investment Adviser Representative

Jobbeschreibung

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.