Wealth Advisor
On-siteSan Antonio, Texas, United States
Job Summary
Wealth Advisor role focused on developing client financial profiles, analyzing suitable investment products based on goals and resources, and providing consulting on securities, insurance, and investment plans. You will coordinate with clients’ other advisors to implement plans, nurture relationships with centers of influence to generate referrals, and grow the book of business by identifying value-added products and services. The role requires strong organizational and communication skills, travel locally, and ongoing collaboration with back-office teams for document submission and service delivery. Preferred credentials include CFP or Chartered Financial Consultant and established local market knowledge.
Required Qualifications
- Bachelor’s Degree in Business, Finance, Marketing, or related field
- Securities licenses 7, 63, and Group I Life and Health Insurance Licenses
- Minimum 3-5 years as a financial advisor or similar experience
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