Certified Financial Planner

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. 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