Top 92 Financial advisor Jobs in San Antonio, Tx

Certified Financial Planner
Imperium Wealth Management —San Antonio, TX
- $125,000 - $300,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
SALES EXECUTIVE SOUGHT FOR OIL AND GAS INVESTMENT FIRM
The Champion Group —San Antonio, TX
- From $50,000 a year
- 8 hour shift
- CRM software
- Background check
- Sales
- Profit sharing
- Paid training
Quick Apply
Financial Advisor (Entry Level)
Equitable Advisors —San Antonio, TX
- $24,000 - $125,000 a year
- Weekends as needed
- Background check
- Sales
- Office
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Advisor: Fast Track to Management
New York Life —San Antonio, TX
- $64,480 - $150,000 a year
- Full-time
- Sales
- Mid-level
- Office
- AD&D insurance
- Disability insurance
Quick Apply
Wealth Management Trainee (TX)
Bankers Life —San Antonio, TX
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
Northwestern Mutual —San Antonio, TX
- $80,000 - $250,000 a year
- Full-time
- Background check
- Sales
- Military
- Health savings account
- Health insurance
Quick Apply
Senior Wealth Advisor
Mariner Wealth Advisors —San Antonio, TX
- $150,000 - $350,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Team management
- Mentoring
Entry Level Retirement Specialist
COR Financial Partners —San Antonio, TX
- From $65,000 a year
- Full-time
- Remote
- Background check
- 18 years or older
- Customer service
- Opportunities for advancement
Quick Apply
4d
Business Solutions Advisor - Encino Park Financial Center
Bank of America —San Antonio, TX
- Full-time
- Bilingual
- Mid-level
- Office
6d
Financial Relationship Consultant
Texas Capital Bank —San Antonio, TX
- Full-time
- Microsoft Excel
- Computer literacy
- Mid-level
- Wellness program
- Paid holidays
Client Support Specialist - San Antonio, TX Area (REMOTE)
Fidelity Investments —San Antonio, TX
- Full-time
- Research
- Mid-level
- Residential
Merrill Advisor Development Program Financial Solutions Advisor Trainee: SW Military and Sommerset Rd
Bank of America —San Antonio, TX
- Full-time
- Background check
- Spanish
- Office
Associate Advisor
Frost Bank —San Antonio, TX
- Full-time
- Mid-level
- Office
- Business development
- Paid holidays
- Health insurance
Lecturer, Department of Finance - College of Business
University of Texas at San Antonio —San Antonio, TX
- Part-time
- Background check
- Classroom
- Mid-level
Voya Financial Advisor San Antonio
Voya Financial Advisors —San Antonio, TX
- Full-time
- Mid-level
- 403(b)
Wealth Management Advisor - San Antonio, TX
TIAA —San Antonio, TX
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Office
- Business development
Financial Advisor
First Command Financial Services, Inc. —San Antonio, TX
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Advisor - San Antonio and Surrounding areas
Thrivent —San Antonio, TX
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Paraplanner - Heart of Texas Associates
Thrivent —San Antonio, TX
- $50,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Research
- Paid time off
Quick Apply
Licensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)
USAA —San Antonio, TX
- $63,590 - $121,530 a year
- Hybrid work
- Background check
- Military
- Research
- Paid holidays
- Health insurance

I want to receive the latest job alert for financial advisor in san antonio, tx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near san antonio, tx

Financial Planner jobs in San Antonio, TX

Financial Advisor jobs in San Antonio, TX

Management Trainee jobs in San Antonio, TX

Lecturer jobs in San Antonio, TX

Sales Advisor jobs in San Antonio, TX

Senior Advisor jobs in San Antonio, TX

Financial Consultant jobs in San Antonio, TX

Wealth Management Advisor jobs in San Antonio, TX

Entry Level Marketing Specialist jobs in San Antonio, TX

Business Advisor jobs in San Antonio, TX

Financial Planner jobs in Portland, OR

Event Planner jobs in Pennsylvania

Financial Planner jobs in Joliet, IL

Financial Planner jobs in Santa Barbara, CA

Financial Planner jobs in Winston Salem, NC

Financial Advisor jobs in Kalispell, MT

Financial Advisor jobs in Murfreesboro, TN

Entry Level Financial Analyst jobs in Austin, TX

Patient Financial Counselor jobs in Michigan

Academic Advisor jobs in Houston, TX

Certified Financial Planner

Imperium Wealth Management
San Antonio, TX

Quick Apply

Job Details

Full-time
$125,000 - $300,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Employee discount
Life insurance
Retirement plan

Qualifications

Financial planning
Wealth management
Microsoft Excel
Microsoft Outlook
CFP
Financial client presentations
Income tax planning
Bachelor's degree
Attention to detail
Insurance planning
Financial services

Full Job Description

Financial Planner Advisor

We are looking to add a member to our team that is an exceptional, skilled, and accurate financial planner who is capable of providing our clients with thorough, thoughtful, and correct financial advice. The best fit for us would be someone that is currently developing detailed, comprehensive, and accurate financial plans for clients and able to answer client questions looking for advice on the best course to take with financial decisions by delivering recommendations. We are looking to hire a financial advisor to manage existing and future client relationships as our firm sets the stage to accelerate growth. Our ideal candidate has a strong attention to detail and is very resourceful. They have experience building complex, comprehensive financial plans from scratch. The candidate we want is technically savvy with all the concepts of financial planning, has a solid understanding of tax, is knowledgeable in account structure and the rules that apply to them. This team member is persistent in the face of tedium and can review their work to ensure accuracy on every input. Every member of this team is reliable, dependable, and very loyal, and it will be important that you are the same. As an Advisor, you will work in a client-focused, team-centered environment to support the firm's financial planning and business development efforts. The position has a generous salary plus opportunity for significant incentive pay not centered around sales.

The main responsibilities for this position include:

Building and updating comprehensive, accurate financial plans
Quarterbacking the client experience at Imperium Wealth Management for your designated clients
Analyzing financial information obtained from clients to determine strategies for helping clients meet their financial objectives.
Provide financial planning guidance to the investment management, client service, and tax team
Analyze, draft, edit, and deliver comprehensive financial plans to clients.
Keeping up-to-date with cutting edge financial planning techniques.
Leadership capabilities to see projects and initiatives to completion.
Working together with other firm professionals to ensure that the suite of recommendations being made are the most advantageous to the client and in their best interests.
Excel in incredible follow up skills with clients.
Ensure retention of the firm’s clients
Able to be here during office hours 8am-5pm
Other duties as necessary—we are very much a culture where “that’s not my job” doesn’t work.

It is important that this candidate is a self-motivator that can work autonomously on a team without micro-management while, at the same time, holding themselves accountable to getting their responsibilities accomplished on time. However, at the same time, they will get behind executive leadership. The candidate must be able to act professionally and courteously in an exceptional manner with clients and other team members.

Benefits include:

401(k) stripped of all expenses.
Paid time off starts at 4 weeks for the first year, 5 weeks for the second year, then 6 weeks thereafter along with all market holidays
Free brokerage
Access to all company resources
50% health insurance paid plus access to dental, vision, life, short-term & long-term disability, and other group insurance.
Window office
Paid continuing education.

Requirements Include:

Bachelor’s Degree minimum, preferably in personal financial planning
5 years of client-facing financial planning or wealth management experience
CFP® credentialed.
Excellent communication, presentation, listening, and analytical skills.
Satisfactory background check
Strong knowledge of and the ability to present investment, financial planning, insurance, and tax planning concepts.
Extreme attention to detail and resourcefulness
Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
Must have positive, friendly personality; someone easy to get along with
Ability to adapt and learn quickly, can figure things out for themselves.
Coachable
Experience with MoneyTree preferred.
Experience with Black Diamond preferred.
Experience with Redtail preferred.
Self-motivated, dependable, resourceful, and, most importantly, loyal
Poised, doesn’t buckle under pressure.
Determined & dedicated (willing to do whatever it takes to get the job done right and on time)
Someone that does what they say they’re going to do and finishes what they start.

Imperium Wealth Management is a fee-only wealth management firm that provides comprehensive advisory, investment, and tax services. Our goal is to have all things financial working in concert with one another to deliver a result in which the whole is greater than the sum of the individual parts.

Job Type: Full-time

Pay: $125,000.00 - $300,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance

Education:

Bachelor's (Required)

Experience:

Financial planning: 5 years (Required)

License/Certification:

CFP (Required)

Ability to Relocate:

San Antonio, TX 78205: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in san antonio, tx

Certified Financial Planner

SALES EXECUTIVE SOUGHT FOR OIL AND GAS INVESTMENT FIRM

Financial Advisor (Entry Level)

Financial Advisor: Fast Track to Management

Wealth Management Trainee (TX)

Financial Advisor

Senior Wealth Advisor

Entry Level Retirement Specialist

Business Solutions Advisor - Encino Park Financial Center

Financial Relationship Consultant

Client Support Specialist - San Antonio, TX Area (REMOTE)

Merrill Advisor Development Program Financial Solutions Advisor Trainee: SW Military and Sommerset Rd

Associate Advisor

Lecturer, Department of Finance - College of Business

Voya Financial Advisor San Antonio

Wealth Management Advisor - San Antonio, TX

Financial Advisor

Financial Advisor - San Antonio and Surrounding areas

Paraplanner - Heart of Texas Associates

Licensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)

I want to receive the latest job alert for financial advisor in san antonio, tx

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected