Top 28 Cfp 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
Financial Advisor Development Program
Northwestern Mutual —San Antonio, TX
- $60,000 - $250,000 a year
- Weekends as needed
- Background check
- 5 years
- Military
- Disability insurance
- Health insurance
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
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —San Antonio, TX
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Senior Wealth Strategy Consultant
Curvion Blue —San Antonio, TX
- $90,000 - $360,000 a year
- Full-time
- Remote
- Presentation skills
- Senior level
- Communication skills
- Flexible schedule
Quick Apply
Wealth Management Advisor - San Antonio, TX
TIAA —San Antonio, TX
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Office
- Business development
Wealth Relationship Manager Associate
CAPTRUST —San Antonio, TX
- Full-time
- Customer service
- Research
- Mid-level
- Health savings account
- Disability insurance
12d
Private Wealth Advisor
BOK Financial —San Antonio, TX
- CPA
- Mid-level
- Office
Client Advisor with Athletic Background
Vrana Network - Northwestern Mutual —San Antonio, TX
- $70,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Business development
- Health insurance
- Dental insurance
Quick Apply
4d
Financial Planner
Pax Financial Group —San Antonio, TX
- Full-time
- Mid-level
- Leadership
- 2 years
Quick Apply
Wealth Specialist
Victory Capital Management —San Antonio, TX
- $60,000 a year
- Mid-level
- 3 years
- Business development
- Health insurance
- Dental insurance
Quick Apply
Wealth Advisor
Argent Financial Group —San Antonio, TX
- CPA
- Business development
- Bachelor's degree
Quick Apply
Financial Professional
Equitable Advisors —San Antonio, TX
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Wealth Advisor - San Antonio, TX
Truist Bank —San Antonio, TX
- Full-time
- Background check
- 5 years
- English
- AD&D insurance
- Paid holidays
Senior Financial Advisor – Experienced Professionals
First Command Financial Services, Inc. —San Antonio, TX
- From $110,000 a year
- 5 years
- Military
- In-person
- Flexible schedule
Quick Apply

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Financial Advisor/ Wealth Management
The Sagamore Group —San Antonio, TX
Develop personalized financial plans that encompass estate planning, tax strategies, investment management, and cash flow analysis.
$150,000 - $750,000 a year
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Certified Financial Planner
Imperium Wealth Management —San Antonio, TX
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…
$125,000 - $300,000 a year
Quick Apply

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Certified Financial Planner

Imperium Wealth Management
San Antonio, TX

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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

cfp jobs in san antonio, tx

Certified Financial Planner

Financial Advisor Development Program

Financial Advisor

Senior Wealth Advisor

Wealth Management Associate - Retirement Benefits Group

Senior Wealth Strategy Consultant

Wealth Management Advisor - San Antonio, TX

Wealth Relationship Manager Associate

Private Wealth Advisor

Client Advisor with Athletic Background

Financial Planner

Wealth Specialist

Wealth Advisor

Financial Professional

Wealth Advisor - San Antonio, TX

Senior Financial Advisor – Experienced Professionals

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