Job Description
Join our award-winning wealth management team in San Antonio as a Financial Advisor and transform lives through strategic financial planning. We're seeking driven professionals passionate about empowering clients to achieve their long-term financial goals. Enjoy a competitive base salary, uncapped commission structure, comprehensive benefits, and ongoing professional development in a collaborative, growth-oriented environment.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth individuals and families
- Build and maintain strong client relationships through regular portfolio reviews and proactive communication
- Analyze market trends and economic data to optimize investment portfolios
- Identify new business opportunities through networking and referrals
- Stay current on financial regulations, tax laws, and industry best practices
- Collaborate with internal teams (estate planning, tax specialists) to deliver holistic solutions
- Maintain FINRA Series 7, 66, and state insurance licenses
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- 3+ years of financial advisory experience with proven track record
- FINRA Series 7 & 66 licenses (or ability to obtain within 90 days)
- Texas Life & Health Insurance license
- Strong analytical skills with ability to translate complex concepts
- Exceptional communication and interpersonal abilities
- Self-motivated with entrepreneurial mindset
- Proficiency in CRM platforms and financial planning software