Financial Advisor (San Antonio)
GemHarvest Executive Recruiting, San Antonio, TX, United States
Financial Advisor
Boutique Wealth Management Firm
San Antonio, Texas
Growing, planning-focused wealth management firm seeking a Servicing Advisor to work alongside a successful, entrepreneurial lead advisor supporting an established high-net-worth client base. Excellent opportunity to be deeply involved in financial planning, investment management, and relationship management in a collaborative and dynamic environment. No portable book required.
What You’ll Do
Deliver financial planning and investment guidance for high-net-worth clients
Support ongoing client relationships, reviews, and planning initiatives
Assist with portfolio management, trading, and investment research
What’s Offered
Base salary $85,000–$110,000 plus bonus potential ($5,000–$15,000)
Opportunity to work closely with a dynamic, growth-oriented advisor and established client base
Long-term growth potential, including possible leadership or equity path
What You Bring
Bachelor's Degree
3–7+ years of wealth management or financial planning experience preferred
Series 7 and 65 or 66 required
CFP preferred; strong planning background considered
eMoney experience preferred
Boutique Wealth Management Firm
San Antonio, Texas
Growing, planning-focused wealth management firm seeking a Servicing Advisor to work alongside a successful, entrepreneurial lead advisor supporting an established high-net-worth client base. Excellent opportunity to be deeply involved in financial planning, investment management, and relationship management in a collaborative and dynamic environment. No portable book required.
What You’ll Do
Deliver financial planning and investment guidance for high-net-worth clients
Support ongoing client relationships, reviews, and planning initiatives
Assist with portfolio management, trading, and investment research
What’s Offered
Base salary $85,000–$110,000 plus bonus potential ($5,000–$15,000)
Opportunity to work closely with a dynamic, growth-oriented advisor and established client base
Long-term growth potential, including possible leadership or equity path
What You Bring
Bachelor's Degree
3–7+ years of wealth management or financial planning experience preferred
Series 7 and 65 or 66 required
CFP preferred; strong planning background considered
eMoney experience preferred