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Financial Advisor (San Antonio)GemHarvest Executive Recruiting • San Antonio, TX, US
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Financial Advisor (San Antonio)

Financial Advisor (San Antonio)

GemHarvest Executive Recruiting • San Antonio, TX, US
Hace 3 días
Tipo de contrato
  • A tiempo parcial
Descripción del trabajo

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
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Financial Advisor (San Antonio) • San Antonio, TX, US

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