Certified Financial Planner

Financial Life Advisors is a locally owned, fee-only firm serving successful families, professionals, and business owners in San Antonio and beyond. We exist to help clients live intentionally—not just accumulate wealth. We are building toward serving significantly more families over the next decade—and we’re looking for advisors who want to help build that future. WHY FLA Fee-only, conflict-free advice Deep integration of tax and investment planning tools Strong existing client base and referral network Collaborative, team-first environment Opportunity to help shape the future of the firm Work that is meaningful—for clients and for your own career THE OPPORTUNITY This is for a CFP® who wants to be on a Lead Advisor Track: Be the primary advisor and relationship owner for clients Grow within a firm, not just working in one Advisors work towards managing 50-80 deep client relationships. Opportunity for future partnership track You will start with an existing client base—and be expected to grow it, deepen it, and elevate the experience. WHAT YOU WILL OWN Serve as the primary financial advisor for your clients Develop & deliver comprehensive, ongoing financial planning Lead all client meetings (in-person + virtual) Build trust that naturally leads to unsolicited referrals 2. Drive Growth (This Role Is Not Passive) Grow your book through: Firm-generated opportunities Client referrals Centers of Influence (CPAs, attorneys, etc.) referrals Convert financial planning engagements into long-term relationships Take ownership of your personal growth pipeline 3. Deliver Purposeful Planning Design and implement planning across: Retirement Investments Turning complexity into clear, actionable decisions for clients Ensure implementation—not just recommendations 4. Elevate the Client Experience Create a consistent, high-quality experience at every touchpoint Be proactive, responsive, and detail-oriented Collaborate with internal team to deliver seamlessly 5. Contribute to Building the Firm Participate in refining processes, workflows, and client experience Collaborate with leadership and team on scaling the firm Mentorship & professional development opportunities Operate as a future leader—not just an individual contributor HOW SUCCESS IS MEASURED Conversion of prospects into planning clients Conversion of planning clients into wealth management clientsClient retention and satisfaction Referral activity (existing clients + COIs) Contribution to firm initiatives and team development WHO YOU ARE You are not just a planner—you are a builder. Have experience leading client relationships Naturally build trust and communicate clearly Are growth-oriented and take ownership of results Want to be part of something long-term, not job-hop Value fee-only, fiduciary advice Are both analytical and relational You’re energized by: Growing a book of business the right way Being part of a team that is building toward something bigger LOCATION & WORK STYLE Based in San Antonio, TX In-office presence as needed for client service and team collaboration COMPENSATION & PATH Competitive base salary + performance incentives tied to growth Existing client base provided Clear path to increase income through growth and leadership #J-18808-Ljbffr