We have other current jobs related to this field that you can find below

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    4 weeks ago

    San Francisco, United States Financial Planner Recruiting, LLC Full time

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  • Certified Financial Planner

    2 months ago

    San Antonio, United States Financial Life Advisors Full time

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  • Certified Financial Planner

    3 months ago

    San Antonio, United States Financial Life Advisors Full time

    Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing guidance and the resources needed to financially succeed in life. We are a well‐established and fast-growing, fee‐only financial planning firm located in central San Antonio. We are looking for a friendly and talented (full‐time)...

  • Experienced Financial Planner

    5 days ago

    San Antonio, Texas, United States Financial Life Advisors Full time

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  • Financial Planner

    3 months ago

    San Antonio, United States TalentLink Solutions Full time

    Job DescriptionJob DescriptionWe are a fee-only wealth management firm that provides comprehensive advisory and investment services, as well as tax planning and preparation, all of which starts with a financial plan. Our goal is to utilize financial planning to find the point of balance between maximizing quality of life, while not putting our clients in...

  • Senior Financial Planner

    4 weeks ago

    San Antonio, United States augmentjobs Full time

    Job DescriptionJob DescriptionRole Overview: The Senior Financial Planner will play a key role in delivering comprehensive financial planning services to our clients. This position requires a deep understanding of financial strategies, investment management, and client relationship management. The ideal candidate will have significant experience in financial...

  • Certified Financial Advisor

    5 days ago

    San Antonio, Texas, United States Financial Life Advisors Full time

    About Financial Life Advisors (FLA): FLA is dedicated to providing clients with unparalleled experiences, offering tailored ongoing support and the essential resources for financial success. We are a well-established and rapidly expanding, fee-only financial planning firm.Position Overview: We are in search of a friendly and skilled CERTIFIED FINANCIAL...

  • Certified Financial Advisor

    6 days ago

    San Antonio, Texas, United States Financial Life Advisors Full time

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  • Certified Financial Consultant

    5 days ago

    San Antonio, Texas, United States Financial Life Advisors Full time

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  • Financial Planner Trainee

    3 months ago

    San Antonio, United States New York Life Full time

    Career Description: New York Life financial planners help clients identify and achieve their financial goals. New York Life is dedicated to prudent financial management, high quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of investment products and...

  • Financial Planner

    2 months ago

    San Antonio, United States TalentLink Solutions Full time

    We are a fee-only wealth management firm that provides comprehensive advisory and investment services, as well as tax planning and preparation, all of which starts with a financial plan. Our goal is to utilize financial planning to find the point of balance between maximizing quality of life, while not putting our clients in financial jeopardy. We have a...

  • Financial Planner

    2 months ago

    San Antonio, United States TalentLink Solutions Full time

    We are a fee-only wealth management firm that provides comprehensive advisory and investment services, as well as tax planning and preparation, all of which starts with a financial plan. Our goal is to utilize financial planning to find the point of balance between maximizing quality of life, while not putting our clients in financial jeopardy. We have a...

  • Financial Advisor/Financial Planner

    1 month ago

    San Diego, United States Financial Alternatives Full time

    Job DescriptionJob DescriptionTitle: Financial Advisor/Financial PlannerOverviewBe a part of our advisor team and develop and present financial plans, participate in client meetings, and provide follow-up analysis and advisory services to clients. Pursue a career path as a Financial Advisor who will become a crucial member of our financial planning and...

  • Financial Advisor

    3 weeks ago

    San Antonio, United States First Command Financial Services, Inc. Full time

    Job DescriptionHow will your role impact First Command?The National Branch Financial Service Advisor (NB-FSA) is responsible for supporting the First Command clients assigned to the Home Office. Responsibilities include proactive client outreach for account reviews and updates and any other specific campaigns that leadership deems that First Command has an...

  • Financial Advisor

    3 weeks ago

    San Antonio, United States First Command Financial Services, Inc. Full time

    Job DescriptionHow will your role impact First Command?The National Branch Financial Service Advisor (NB-FSA) is responsible for supporting the First Command clients assigned to the Home Office. Responsibilities include proactive client outreach for account reviews and updates and any other specific campaigns that leadership deems that First Command has an...

  • Financial Planner

    3 weeks ago

    San Antonio, United States Fidelity Investments Full time

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  • Certified Financial Consultant

    6 days ago

    San Antonio, Texas, United States TalentLink Solutions Full time

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  • Financial Advisor

    3 months ago

    San Diego, United States Priority Financial Group Full time

    Job DescriptionJob DescriptionRole:Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning...

  • Lead Financial Strategist

    5 days ago

    San Antonio, Texas, United States augmentjobs Full time

    Job OverviewPosition Summary: The Lead Financial Strategist will be instrumental in providing holistic financial advisory services to our clientele. This role demands an extensive knowledge of financial methodologies, investment oversight, and client engagement. The ideal applicant will possess substantial experience in financial strategy, robust analytical...

  • Sr. Planner

    1 month ago

    San Francisco, United States Janie and Jack LLC Full time

    Job DescriptionJob DescriptionSr. Plannerin CA – San FranciscoIconic. Approachable. Connected. These are some of the ideas that guide our every day at Janie and Jack. We set ourselves apart with outstanding quality and great care to every detail, from our clothing to our customer service to the people we work with. Are you ready to be a part of the Janie...

Financial Planner

1 month ago

San Antonio, United States TalentLink Solutions Full time

We are a fee-only wealth management firm that provides comprehensive advisory and investment services, as well as tax planning and preparation, all of which starts with a financial plan. Our goal is to utilize financial planning to find the point of balance between maximizing quality of life, while not putting our clients in financial jeopardy. We have a deep planning approach and a highly engaged investment approach. We believe in value delivery and never want our clients to question where the value exists. We are built for low volume and precise accuracy in the work we deliver. We are a small and growing team, who all share the same vision to far exceed our clients’ expectations We are expanding our team, looking for a Financial Planner that shares our passion. The primary functions of the job are to be able to develop comprehensive, thought-out, correct financial plans, coordinate recommendations with the other divisions of the firm, and meet with the clients to discuss. Financial plans will be required to be highly detailed and very thorough. The financial plan is the keystone to our process, and it is vital that the candidate's financial planning skills are elite, encompassing both cash flow and goals-based planning. In addition to the technical mastery, you are reliable, dependable, and highly loyal. You have a strong background in relationship management and financial planning, a strong sense of doing the right thing, and a passion for helping clients and team members alike. Your resourcefulness and attention to detail are always accompanied by impeccable follow-through. As a Financial Planner, you will work in a client-focused, team-centered environment supporting the firm's efforts in financial planning, business development, and unwavering commitment to delivering immense value. You can work autonomously without the need for micro-management and hold yourself accountable for completing your responsibilities. This position offers a generous compensation and benefits package including salary plus opportunity for incentive pay not centered around sales. Responsibilities Engage directly with clients to understand their financial objectives and concerns Effectively manage the client relationship and show accountability for retention and client experience Gather data from clients and analyze their current financial situation; strategic development of comprehensive financial plans that align with their goals, recommend appropriate solutions, and assist with plan implementation Collaborate with and provide financial planning guidance to the investment management, client service, and tax team to ensure the suite of recommendations being made are the most advantageous to the client and in their best interests Keep up-to-date with cutting edge financial planning techniques Demonstrate leadership capabilities to see projects and initiatives to completion Excel in incredible follow up skills with clients Maintain accurate records of client interactions and information in the Redtail (CRM) Ability to work in office during operating hours 8am-5pm Requirements Bachelor’s degree, preferably in finance, financial planning, or a related field Minimum of 5 years of client-facing financial planning or wealth management experience Required: CFP designation Excellent communication, presentation, listening, and analytical skills Strong knowledge of and the ability to present investment, financial planning, insurance, and tax planning concepts Coachable team player who prioritizes clients and the team’s needs over personal interests; willing to support colleagues when necessary Resourcefulness with a borderline obsessive attention to detail Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint Charismatic, positive, and poised; enjoys interacting with people, can have difficult conversations, and doesn’t buckle under pressure Ability to adapt and learn quickly, can figure things out for themselves Experience with MoneyTree, Morningstar Office Online, Redtail, or similar softwares preferred Determined and dedicated; willingness to do whatever it takes to get the job done right and on time If you say you will do something, you get it done, no matter what Benefits The Financial Planner is a full-time, W-2 position. We offer a competitive base salary ranging from $90,000 to $110,000, plus quantifiable bonus. Benefits include a retirement plan, health insurance including dental and vision, paid time off, and many more We are an equal opportunity employer. Selected candidate may be required to pass a background check.

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