Financial Advisor

$500MM AUM 3 member team is looking for a successor advisor to continue building and servicing the firms clients. Extraordinary opportunity for a dynamic experienced advisor to expand their clientele base. The team has established a fundamental approach to investing on behalf of their clients creating their own portfolios with individual issues. They do not manage managers or use ETFs. Their clients are HNW families and retention is close to 100%.

Requirements

experience building a successful practice

deep knowledge of investments

Excels in client service

loves investing and the markets

committed to San Antonio

Benefits

partnership and equity available

competitive compensation package.

Comfortable Communicating with High Net-Worth Clients Works Well in a Collaborative Team Environment Desires to Manage Client Relationships Detail-Oriented Shows Initiative to Grow as a Professional Experience and Education 3 - 5+ years of Experience in the Industry and working towards their CFP Strong Organization skills and proficiency with MSOffice 365 (Excel, Word, Outlook, PowerPoint) Bachelor s degree in Finance, Accounting, or related Business degree