Financial Advisor job San Antonio Texas
Financial Advisor job San Antonio Texas
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Financial Advisor Job

Employer Name: SpiderID: 8359584
Location: San Antonio, Texas Date Posted: 1/23/2019
Wage: Negotiable Category: Banking/Mortgage
Job Code: JATFinAdv

Job Description:

Position: Financial Planner

Compensation: Excellent compensation: base/commission and benefits package.

Key Accountabilities:

  • Leverage personal expertise and the best thinking of Wealth Management Group to deliver world-class financial advice and investment expertise to current and prospective Retail, Business, and Private Banking clients.

  • Gather, organize and synthesize client data and review client financial statements, tax returns, estate planning documents and all other information necessary to develop a financial plan or strategy.

  • Develop, present, and facilitate the implementation and monitoring of financial solutions. This includes investment management solutions, retirement planning, education planning, income tax management, and wealth transfer strategies.

  • Drive a culture of regulatory compliance and ensure all documentation is up to date, complete and in line with applicable policies and procedures.

  • Drive a culture of personal business development and overall Wealth Management awareness throughout organization.

  • Educate and drive awareness of the value of personal financial planning throughout the organization and communities in which we serve.

Competencies and Skills:

  • Highest level of ethical and professional standards.

  • Overall desire to educate, help, and improve the lives of others.

  • Solid understanding of wealth management solutions and strategies including insurance-based strategies.

  • Solid people skills, ability to meet and exceed relationship goals.

  • Creative thinker and contributor to improving an organization.

  • Comfortable speaking in front of groups and meeting new people.

  • Strong attention to detail demonstrated follow-through.

  • Exceptional communication and presentation skills.

  • Ability to distill complex ideas or terminology into easily understood concepts.

  • Exceptional communication and presentation skills.

  • Team player, collaborative, and able to work with and through others.

  • Self-starter and motivated to succeed.

  • Financial planning and goals-based solution orientation.

Work Experience Requirements:

  • 3-8 years of experience in Wealth Management or financial services industry.

  • Proven track record of preparing and implementing financial planning recommendations.

Education Requirements:

  • Bachelor's degree in Business, or other quantitative discipline, or 5+ years of experience working in the financial services industry with a bachelor's degree.

  • Master's degree preferred.

  • Certified Financial Planner™ designation highly preferred.

Other Qualifications:

  • Series 65 or 66.

  • Group 1 Texas Insurance License.

  • Ability and willingness to travel and work in multiple financial center locations.

  • Proven ability to work both upward, downward, and laterally within a large organization.

  • Experience with e-Money or similar financial planning software.

This bank is proud to be an Equal Opportunity and Affirmative Action Employer. This Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic data or other legally protected status.

Member FDIC

I am Jennifer Thompson and I look forward to having a conversation with you about your aspirations for a future career. Please contact me at (605) 610-3041 to have a conversation about this exciting career advancement opportunity!

Jennifer Thompson

Search Consultant


(605) 610-3041

gpac (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States for the past 27 years. We are extremely competitive, client-focused, and realize that our value is in our ability to deliver the right solutions at the right time.

All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin or protected veteran status.

Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:

Contact Information:
Contact Name: GPAC Company Type:
Company: GPAC

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