W3Global
Job Summary
We are seeking a highly skilled and dedicated financial planner with a minimum of 5 years of client‑facing experience in financial planning or wealth management. The ideal candidate will possess a CFP® certification and demonstrate strong communication, analytical, and presentation skills. This position requires relocation to San Antonio, TX, and the ability to work independently while maintaining a high level of professionalism and attention to detail.
Key Responsibilities & Requirements
Educational Background: Bachelor’s degree (preferably in personal financial planning)
Professional Experience: 5+ years of client-facing financial planning or wealth management experience; CFP® certification required
Skills & Competencies: Strong communication, presentation, listening, and analytical skills; in-depth knowledge of investment, financial planning, insurance, and tax planning concepts; high attention to detail and resourcefulness; proficiency in MS Excel, Word, Outlook, and PowerPoint; strong computer aptitude and familiarity with financial planning tools
Personality Traits: Positive, friendly demeanor, and an easy‑to‑get‑along‑with attitude; ability to adapt and learn quickly, with self‑sufficiency; coachable and eager to improve; self‑motivated, dependable, and loyal; strong determination and dedication
Technical Experience: Experience with MoneyTree, Black Diamond, and Redtail preferred
Additional Requirements: Must pass a satisfactory background check; relocation to San Antonio, TX (Required before starting)
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Accounting/Auditing and Finance
Industries Staffing and Recruiting
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Key Responsibilities & Requirements
Educational Background: Bachelor’s degree (preferably in personal financial planning)
Professional Experience: 5+ years of client-facing financial planning or wealth management experience; CFP® certification required
Skills & Competencies: Strong communication, presentation, listening, and analytical skills; in-depth knowledge of investment, financial planning, insurance, and tax planning concepts; high attention to detail and resourcefulness; proficiency in MS Excel, Word, Outlook, and PowerPoint; strong computer aptitude and familiarity with financial planning tools
Personality Traits: Positive, friendly demeanor, and an easy‑to‑get‑along‑with attitude; ability to adapt and learn quickly, with self‑sufficiency; coachable and eager to improve; self‑motivated, dependable, and loyal; strong determination and dedication
Technical Experience: Experience with MoneyTree, Black Diamond, and Redtail preferred
Additional Requirements: Must pass a satisfactory background check; relocation to San Antonio, TX (Required before starting)
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Accounting/Auditing and Finance
Industries Staffing and Recruiting
#J-18808-Ljbffr