Certified Financial Planner

Certified Financial Planner Lead Advisor, LLC San Antonio, TX Job Details Full-time From $120,000 a year 1 day ago Benefits Disability insurance Health insurance Dental insurance Paid time off Vision insurance Qualifications Microsoft Excel Microsoft Outlook CFP Bachelor's degree Attention to detail Adaptability Technical Proficiency Full Job Description Lead Advisor is a recruiting and consulting firm specializing in wealth management. This role is for one of our clients in San Antonio. To view other open roles, visit jobs.lead-advisor.com The main responsibilities for this position include: Building and updating comprehensive, accurate financial plans Quarterbacking the client experience 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.

Location:

5 days in office

Salary:

120k base

Pay:

From $120,000.00 per year

Benefits:

Paid time off

Work Location:

In person