Job Description

Job Description

Compensation: Base + Performance Bonus and Incentives

Location: San Antonio, TX (In-office Mon–Thu, WFH Fridays, Half-Day Friday)

We’re hiring a Financial Advisor (Service Advisor) on behalf of our client—a growing hybrid retirement-focused wealth management firm in Central Texas.

If you love building long-term relationships with retirees, want strong internal support, and prefer a small, family-style team with big growth plans, this might be your next home.

Role Snapshot

• Step into warm, closed relationships — no cold calling
• Own the long-term client relationship after the rainmaker closes the business
• Collaborate with a paraplanner, new business, and service team so you can focus on meetings and advice
• Guide pre-retirees and retirees (typically $1M–$5M+ portfolios ) through retirement income and distribution strategies
• Help refine plans using firm models and tools while keeping conversations simple and human

What You’ll Be Doing

• Join post-close meetings and co-create retirement plans with the closing advisor
• Lead ongoing review meetings, answer client questions, and provide clear, empathetic guidance
• Partner with internal teams to ensure smooth onboarding, transfers, and account maintenance
• Nurture relationships so referrals and retention stay strong as the firm grows
• Contribute ideas as the firm expands across Central Texas
• Throwing the ball here and there for the office dog, Bella!

What You Bring

• Experience as a Financial Advisor, Service Advisor, or Financial Planner working directly with clients
• Passion for working with pre-retirees and retirees on income and distribution planning
• CFP preferred (or a strong plan to get there)
• Required licensing: Series 65 or Series 7 + 63 , plus life & health insurance
• Comfortable with planning software and learning new tools
• High emotional intelligence and the ability to handle direct, candid feedback
• Polished, professional presence with a steady, calm communication style

Why This Opportunity Stands Out

• Warm leads and existing client relationships – you’re inheriting, not hunting
• Small, tight-knit team that truly cares about you as a person
• Strong benefits: 401(k) with safe harbor match, unlimited PTO (if not abused), health/dental/vision with 75% of family premiums covered
• Half-day Fridays and the office closed from Christmas Eve through New Year’s
• Clear growth path into a closing advisor role or leadership as the firm adds offices in Central Texas

Ready to explore this?

Apply here and we’ll connect if your background aligns.

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