What are the responsibilities and job description for the Retirement Planning Advisor (CFP Required or Candidate) position at Secure Financial Management?
Wealth Strategist – In-Office | San Antonio, TX
Location: San Antonio, TX (In-office only; not remote)
Employment Type: Full-time | Entrepreneurial Compensation Model
🏢 About Us
We are a growing, well-established wealth management firm specializing in retirement planning. Our comprehensive approach integrates tax planning, estate strategies, investment management, and insurance solutions to help clients achieve long-term financial confidence.
We pride ourselves on a professional, client-first culture and equip our advisors with the tools, support, and infrastructure needed to thrive.
🌟 Role Overview
We’re seeking a driven, client-focused Wealth Strategist to join our San Antonio team. This role is ideal for a Certified Financial Planner™ (or CFP® candidate) who blends technical expertise with strong sales and relationship-building skills.
You’ll serve as a trusted partner to clients, guiding them through retirement, estate, tax, and investment planning with clarity and care.
🔑 Key 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
📋 Qualifications
• 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
🎯 What We Offer
• 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