Certified Financial Planner

Certified Financial Planner at Financial Life Advisors Certified Financial Planner at Financial Life Advisors in

JBSA FT SAM

HOUSTON, Texas Posted in 1 day ago.

Type:

full-time

Job Description:

WHO WE ARE

Financial Life Advisors is a locally owned, fee-only firm serving successful families, professionals, and business owners in San Antonio and beyond. We exist to help clients live intentionally-not just accumulate wealth. We are building toward serving significantly more families over the next decade-and we're looking for advisors who want to help build that future. WHY FLA Fee-only, conflict-free advice Deep integration of tax and investment planning tools Strong existing client base and referral network Collaborative, team-first environment Opportunity to help shape the future of the firm Work that is meaningful-for clients and for your own career

THE OPPORTUNITY

This is for a CFP® who wants to be on a

Lead Advisor Track:

Be the primary advisor and relationship owner for clients Grow within a firm, not just working in one Advisors work towards managing 50-80 deep client relationships. Opportunity for future partnership track You will start with an existing client base-and be expected to grow it, deepen it, and elevate the experience.

WHAT YOU WILL OWN 1.

Lead Client Relationships Serve as the primary financial advisor for your clients Develop & deliver comprehensive, ongoing financial planning Lead all client meetings (in-person + virtual) Build trust that naturally leads to unsolicited referrals 2. Drive Growth (This Role Is Not Passive) Grow your book through: Firm-generated opportunities Client referrals Centers of Influence (CPAs, attorneys, etc.) referrals Convert financial planning engagements into long-term relationships Take ownership of your personal growth pipeline 3. Deliver Purposeful Planning Design and implement planning across: Retirement Tax strategy Investments Estate coordination Risk management Turning complexity into clear, actionable decisions for clients Ensure implementation-not just recommendations 4. Elevate the Client Experience Create a consistent, high-quality experience at every touchpoint Be proactive, responsive, and detail-oriented Collaborate with internal team to deliver seamlessly 5. Contribute to Building the Firm Participate in refining processes, workflows, and client experience Collaborate with leadership and team on scaling the firm Mentorship & professional development opportunities Operate as a future leader-not just an individual contributor

HOW SUCCESS IS MEASURED

Conversion of prospects into planning clients Conversion of planning clients into wealth management clients Client retention and satisfaction Referral activity (existing clients + COIs) Contribution to firm initiatives and team development

WHO YOU ARE

You are not just a planner-you are a builder.

You likely:

Hold your CFP® certification (required) Have experience leading client relationships Naturally build trust and communicate clearly Are growth-oriented and take ownership of results Want to be part of something long-term, not job-hop Value fee-only, fiduciary advice Are both analytical and relational You're energized by: Helping clients make better decisions Growing a book of business the right way Being part of a team that is building toward something bigger

LOCATION & WORK STYLE

Based in San Antonio, TX In-office presence as needed for client service and team collaboration

COMPENSATION & PATH

Competitive base salary + performance incentives tied to growth Existing client base provided Clear path to increase income through growth and leadership

HOW TO APPLY

If you're a CFP® who wants to build long-term relationships, grow your impact, and potentially become an owner in the firm-we should talk.