Secure Financial Management · 1 week ago
Retirement Planning Advisor (CFP Required or Candidate)
San Antonio, TX
Full-time
Onsite
Mid LevelSecure Financial Management is a growing wealth management firm specializing in retirement planning. They are seeking a client-focused Wealth Strategist who will guide clients through retirement, estate, tax, and investment planning while developing comprehensive financial plans tailored to client goals.
Asset ManagementFinanceFinancial ServicesInsuranceRetirement
Hiring Manager
Bianca Gonzalez
Responsibilities
Develop and present comprehensive financial plans tailored to client goals
Conduct discovery meetings and convert prospects into long-term clients
Manage ongoing relationships with proactive communication and regular reviews
Recommend investment, insurance, and tax-efficient strategies
Collaborate with paraplanners, client service, and investment management teams
Stay current on industry trends and advanced planning strategies
Meet or exceed revenue growth and client acquisition targets
Qualification
Required
CFP® designation (required within 12 months of hire; current CFP®s strongly preferred)
FINRA Series 65 and 63 or 66 licenses
Active Life & Health insurance licenses
Proven sales experience with a track record of exceeding goals
Strong interpersonal, presentation, and relationship-management skills
Entrepreneurial mindset with a passion for helping clients achieve retirement confidence
Benefits
A turnkey platform with leads, office staff, software, and infrastructure
Full in-office support so you can focus on building relationships
Profit-sharing compensation model with unlimited upside potential
A career path designed for ambitious professionals ready to own their success
Company
Secure Financial Management
Secure Financial Management provides financial services.
Founded in 2011
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase