Certified Financial Planner
4 weeks ago
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) CERTIFIED FINANCIAL PLANNER™ to join our team of talented CFP®’s and serve the amazing clients of our growing practice. You can learn more about what we do, our fun team, and how we live by “Cowboy Ethics” by going to www.fladvisors.com. If you are a CERTIFIED FINANCIAL PLANNER ™ with a passion for service and life‐long learning, please keep reading to learn more about this exciting opportunity
Position Overview:
The mission of the FLA CERTIFIED FINANCIAL PLANNER ™ (CFP®) is to provide fiduciary expertise and excellence to help our clients live their best lives. This person prides themselves on the value they provide as they develop ongoing relationships with their clients.
FLA will be supporting this role with a starting book of clients and base salary. The CFP® will benefit from access to our referral base to continue to grow their book and take advantage of the FLA Financial Planner compensation model that allows for unlimited earning potential. Bringing clients is not a requirement. In addition, FLA has a strong network of relationships in the San Antonio community to support our client needs including CPA partners, estate planners, insurance brokers, etc. FLA does not sell insurance or any commission products.
The CFP® is a full‐time position. This person is eligible for excellent benefits including the Company 401(k) Plan with matching contributions and flexible PTO plan. This position requires candidates to reside within driving distance to San Antonio, TX for in‐office work, remote flexibility is available. Office hours are typically 8:30 – 5:30 CT, Monday‐Friday.
Responsibilities:
The key responsibility of the CERTIFIED FINANCIAL PLANNER ™ is to provide superior comprehensive financial planning with the highest level of enthusiasm, accuracy, confidentiality, and efficiency to support the initiatives of our clients and firm in delivering exceptional experiences.
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