Squarely LLC · 1 day ago
Financial Planner
San Antonio, Texas Metropolitan Area
Full-time
Onsite
Mid, Senior Level
$75K/yr - $125K/yr
5+ years expSquarely LLC is a San Antonio–based Registered Investment Adviser dedicated to helping families and business owners steward wealth with purpose. The Financial Planner will join a collaborative advisory team to deliver comprehensive financial advice and proactively grow and serve a defined client base.
Financial Services
Hiring Manager
Michael Gardia, MBA
Responsibilities
Grow and serve relationships
Build a healthy pipeline through referrals, centers of influence, community involvement, networking, and digital engagement
Manage a book of roughly 150 client households within our client’s segmentation and service model
Lead discovery meetings; craft personalized plans covering investments, cash flow, risk management/insurance, retirement readiness, tax strategies, and estate considerations
Conduct regular planning reviews and provide behavioral coaching to support sound decision-making
Maintain strong relationships through timely follow-up, clear next steps, and trust-centered communication
Perform financial check-ups and needs analysis using MoneyGuidePro or comparable planning software
Identify and communicate actionable investment and planning opportunities (e.g., tax-loss harvesting, model alignment, portfolio/risk adjustments)
Present recommendations with clarity, confidence, and well-supported rationale
Partner closely with Client Service Associates and Service Advisors to ensure smooth onboarding, service delivery, and retention
Maintain consistent business development activity and a documented prospect pipeline
Meet annual net new asset growth objectives
Represent our client at select events, workshops, and community initiatives
Strengthen visibility through digital channels, thought leadership, and community engagement
Keep thorough, timely records of meetings, planning notes, and follow-ups in CRM (Salesforce)
Adhere to fiduciary standards, regulatory requirements, and internal processes
Participate in continuing education, advisor training, and internal casework reviews
Align recommendations with our client’s investment philosophy and planning approach
Qualification
Required
Bachelor's degree from an accredited institution
CFP designation (or actively pursuing) highly preferred
FINRA Series 652–5+ years of RIA or financial planning experience
Demonstrated success acquiring and retaining client relationships
Excellent communication, presentation, and influence skills
Strong follow-through and ability to manage multiple clients and priorities
High comfort with planning tools and CRM platforms
Solid business, financial, and economic acumen
Clean compliance record and a fiduciary mindset
Preferred
Familiarity with MoneyGuidePro, Orion, SmartX, or similar platforms
Track record in a planning-first, model-driven advisory environment
Working knowledge of tax planning, risk management/insurance, and estate planning
Background in behavioral finance or client coaching
Company
Squarely LLC
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase