Reliance Financial Partners
Financial Advisor (San Antonio)
Reliance Financial Partners, San Antonio, Texas, United States, 78208
Reliance Financial Partners
San Antonio, TX Base Salary + Commission Planning-Focused | Relationship-Centered | Purpose-Driven
About Reliance Financial Partners Reliance Financial Partners is a boutique, fast-growing RIA recognized for providing a white-glove client experience and helping clients achieve the clarity, confidence, and financial freedom to live with intention. We pride ourselves on blending thoughtful planning, proactive service, and a culture rooted in extreme ownership, clarity, and high-trust collaboration. When clients walk through our doors, they feel valued, supported, and guided with intention.
Position Overview As a Financial Advisor with Reliance Financial Partners, you will partner closely with our Lead Wealth Advisors during the onboarding process for new clients, working together on client discovery, financial plan preparation, investment allocation recommendations, and presenting planning strategies to prospective clients.
Once the relationship is established, you will serve as the ongoing advisor for your assigned client base, maintaining and deepening relationships through proactive service, plan updates, client reviews, and year-end tax strategy meetings.
This position is perfect for an advisor who enjoys the consultative sales process but prefers a team-based approach rather than a high-pressure, solo production environment. Youll build your own book of business
within
the firm and cultivate long-term, meaningful client relationships while benefiting from an established brand, proven processes, and an exceptional support infrastructure.
Key Responsibilities Co-Advising and New Client Onboarding Partner with Lead Wealth Advisors in the firms multi-meeting onboarding process. Participate in planning meetings, relationship-building, and helping prospective clients feel confident and supported. Prepare financial plans, cash-flow projections, and differing scenarios using applicable platforms such as eMoney, Holistaplan, Morningstar, etc. Create allocation recommendations based on the firms investment philosophy. Assist in delivering planning recommendations and supporting the close of new business.
Ongoing Relationship Management Serve as the primary, ongoing client-facing advisor for your assigned book of business. Maintain regular communication and exceptional service tailored to each client. Conduct periodic plan updates and adjust allocation recommendations as needed. Host annual year-end tax strategy meetings for applicable client needs. Coordinate with our internal teams to ensure a seamless, white-glove client experience.
Planning and Investment Expertise Build comprehensive financial plans using eMoney, Holistaplan, or comparable planning tools. Apply the firms planning and investment frameworks to help clients make informed decisions. Stay informed on market trends, tax strategies, and planning opportunities relevant to client goals.
Who Thrives in This Role A relationship-driven advisor who loves building trust and helping clients live intentionally. Confident in both planning and presenting recommendations to clients. Comfortable working within a structured planning process and partnering with multiple advisors. Strong communicator with excellent follow-through and organizational skills. Excited to join a collaborative, values-driven team that prioritizes culture, growth, and white-glove service.
Requirements Series 65
(or equivalent for RIA-based advisory work). Texas Life & Health Insurance License Experience using
eMoney ,
Holistaplan , or similar planning software. 2+ years' experience in financial planning, advisory roles, or paraplanning strongly preferred. Comfort with both client-facing work and back-end planning tasks.
Why Join RFP At Reliance Financial Partners, you are not just filling a role - you are joining a mission. We are committed to empowering our clients and our team to live intentionally, grow boldly, and experience life on purpose.
Youll be part of a supportive, high-performing team with direct access to leadership, the opportunity to grow in alignment with your strengths and career goals, and a full benefits package to support you along the way.
San Antonio, TX Base Salary + Commission Planning-Focused | Relationship-Centered | Purpose-Driven
About Reliance Financial Partners Reliance Financial Partners is a boutique, fast-growing RIA recognized for providing a white-glove client experience and helping clients achieve the clarity, confidence, and financial freedom to live with intention. We pride ourselves on blending thoughtful planning, proactive service, and a culture rooted in extreme ownership, clarity, and high-trust collaboration. When clients walk through our doors, they feel valued, supported, and guided with intention.
Position Overview As a Financial Advisor with Reliance Financial Partners, you will partner closely with our Lead Wealth Advisors during the onboarding process for new clients, working together on client discovery, financial plan preparation, investment allocation recommendations, and presenting planning strategies to prospective clients.
Once the relationship is established, you will serve as the ongoing advisor for your assigned client base, maintaining and deepening relationships through proactive service, plan updates, client reviews, and year-end tax strategy meetings.
This position is perfect for an advisor who enjoys the consultative sales process but prefers a team-based approach rather than a high-pressure, solo production environment. Youll build your own book of business
within
the firm and cultivate long-term, meaningful client relationships while benefiting from an established brand, proven processes, and an exceptional support infrastructure.
Key Responsibilities Co-Advising and New Client Onboarding Partner with Lead Wealth Advisors in the firms multi-meeting onboarding process. Participate in planning meetings, relationship-building, and helping prospective clients feel confident and supported. Prepare financial plans, cash-flow projections, and differing scenarios using applicable platforms such as eMoney, Holistaplan, Morningstar, etc. Create allocation recommendations based on the firms investment philosophy. Assist in delivering planning recommendations and supporting the close of new business.
Ongoing Relationship Management Serve as the primary, ongoing client-facing advisor for your assigned book of business. Maintain regular communication and exceptional service tailored to each client. Conduct periodic plan updates and adjust allocation recommendations as needed. Host annual year-end tax strategy meetings for applicable client needs. Coordinate with our internal teams to ensure a seamless, white-glove client experience.
Planning and Investment Expertise Build comprehensive financial plans using eMoney, Holistaplan, or comparable planning tools. Apply the firms planning and investment frameworks to help clients make informed decisions. Stay informed on market trends, tax strategies, and planning opportunities relevant to client goals.
Who Thrives in This Role A relationship-driven advisor who loves building trust and helping clients live intentionally. Confident in both planning and presenting recommendations to clients. Comfortable working within a structured planning process and partnering with multiple advisors. Strong communicator with excellent follow-through and organizational skills. Excited to join a collaborative, values-driven team that prioritizes culture, growth, and white-glove service.
Requirements Series 65
(or equivalent for RIA-based advisory work). Texas Life & Health Insurance License Experience using
eMoney ,
Holistaplan , or similar planning software. 2+ years' experience in financial planning, advisory roles, or paraplanning strongly preferred. Comfort with both client-facing work and back-end planning tasks.
Why Join RFP At Reliance Financial Partners, you are not just filling a role - you are joining a mission. We are committed to empowering our clients and our team to live intentionally, grow boldly, and experience life on purpose.
Youll be part of a supportive, high-performing team with direct access to leadership, the opportunity to grow in alignment with your strengths and career goals, and a full benefits package to support you along the way.