Certified Financial Planner

Imperium Wealth Management is hiring a CFP®-credentialed financial planner to deliver thorough, accurate planning and client-focused guidance. This onsite role in San Antonio, TX brings a collaborative environment across investment, client service, and tax teams, plus support for professional development and strong benefits.

Responsibilities

• Build and regularly update comprehensive, accurate financial plans
• Quarterback the client experience for your designated clients
• Review and analyze financial information gathered from clients to develop strategies aligned with their objectives
• Provide financial planning guidance to the investment management, client service, and tax team
• Analyze, draft, edit, and deliver comprehensive financial plans to clients
• Stay current on cutting-edge financial planning techniques
• Demonstrate leadership by seeing projects and initiatives through completion
• Partner with other firm professionals to ensure recommendations are advantageous and in the client’s best interests
• Maintain strong follow-up habits with clients
• Support client retention for the firm’s book of business
• Be available during office hours 8am-5pm
• Perform other duties as necessary in a culture where “that’s not my job” does not work

Requirements

• Bachelor’s degree minimum, preferably in personal financial planning
• 5 years of client-facing financial planning or wealth management experience
• CFP® credentialed
• Excellent communication, presentation, listening, and analytical skills
• Satisfactory background check
• Strong knowledge of, and ability to present, investment, financial planning, insurance, and tax planning concepts
• Extreme attention to detail and resourcefulness
• Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
• Positive, friendly personality and ability to get along with others
• Ability to adapt and learn quickly, with strong problem-solving independence
• Coachable
• Preferred experience: MoneyTree, Black Diamond, and Redtail
• Self-motivated, dependable, resourceful, and loyal
• Composed under pressure, determined, and dedicated to delivering work on time
• Follow-through on commitments and ability to finish what you start

Location, Type, and Pay

San Antonio, TX (onsite, in person). Full-time role. Compensation is $125,000 to $300,000 per year.

Relocation: San Antonio, TX 78205 (required) before starting work.

Technologies

• MS Excel, MS Word, MS Outlook, MS PowerPoint
• MoneyTree, Black Diamond, Redtail

Benefits

• 401(k) (including 401(k) matching)
• 401(k) stripped of all expenses.
• Paid time off: starts at 4 weeks (first year), 5 weeks (second year), then 6 weeks thereafter, plus market holidays
• Free brokerage
• Access to all company resources
• 50% health insurance paid, plus access to dental, vision, life, short-term and long-term disability, and other group insurance
• Window office
• Paid continuing education
• Dental insurance
• Vision insurance
• Health insurance
• Life insurance
• Employee discount
• Retirement plan

Education and Certification

• Bachelor’s degree (required)
• CFP (required)