Listed below are career opportunities and candidates looking for employment in the financial planning industry.  Please contact our Chapter Executive Director, Birdie Sanchez, with any questions.

CAREER OPPORTUNITY:

1st Global (San Antonio CPA Firm - Director of Wealth Management and Planning:

Director of Wealth Management and Planning – San Antonio CPA Firm1st Global, the premier business partner to CPA firms who offer financial planning and wealth management to their clients, is seeking a qualified CFP certificant to run the wealth management practice of an established CPA firm in the Alamo Heights area of San Antonio.  With the active participation and support of the the CPA firm’s partners, the candidate will drive all of the sales, marketing and administrative activities necessary to build a successful wealth management business serving the firm’s large and affluent tax client base.   This is an excellent opportunity for an accomplished advisor who wishes to spend more time working with qualified clients and less time marketing for new ones.   The advisor may continue to serve a select number of his/her personal clients.The advisor we wish to recruit is an entrepreneurial, experienced financial planner whose professionalism, competence, and integrity will complement the traditional services and high practice standards of the CPA firm.  

Requirements: FINRA Series 7, 66; Insurance life/health licenses (currently licensed candidates are preferred but we may consider a formerly licensed candidate who is willing to retest immediately upon selection); One or more professional designations (CFP, CLU or ChFC); 10 years of client facing production experience, with verifiable earnings for the last 3 years of $100,000+ annually; experience providing a full range of financial planning solutions; investment philosophy in-line with 1st Global’s philosophy Professional image and consultative sales style Clean U4, credit and background.

Please contact Susan Seiter/214.706.6531, Advisor Recruiting Consultant, for more information.

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Job Code: 12821
Job Title: Director, Wealth Management - San Antonio
City/State: San Antonio, TX
Posting Category: Financial Services
Relocation: NOT

We are currently seeking talented Director Wealth Management for our San Antonio, TX facility.

PURPOSE OF JOB: Manages and leads a team of Building Wealth professionals in a defined market who are responsible for providing financial solutions to USAA's high net worth members. Develops employees through regular coaching and feedback that leads to improved results. Executes process improvements and leads organizational process changes. Responsible for planning, executing, monitoring, and evaluating operational programs to maximize effectiveness. Maintains compliance with policies, procedures, and regulations. Position requires frequent travel.

JOB DUTIES

• Selects, develops, and supports employees in fulfillment of our Corporate Mission. Provides coaching and feedback that leads to sound business results. Manages employee performance and facilitates professional development and career progression. Ensures employees understand how the tasks they perform support the Operating State.
• Proactively identifies opportunities to improve operational effectiveness. Implements and monitors processes and performance standards. Provides feedback for improvements to process and product owners. Removes obstacles and champions change.
• Achieves optimal productivity through managing workload volumes, staffing, training needs, and identifying and implementing appropriate solutions.
• Develops and executes strategies for assigned market to increase sales and expands business development opportunities. Accountable for the achievement of financial and market goals for area of responsibility. Builds and maintains relationships in local communities and works with marketing to establish USAA Wealth Management brand and awareness.
• Fulfill the responsibilities of a securities principal and branch office manager.

Minimum Requirements

• Bachelor's degree or six years work experience.
• Five or more years of financial services experience.
• Three or more years of people management or leadership experience.
• FINRA Series 7 and 66 (or 63 and 65).
• Life/Health license.
• Certified Financial Planner^TM practitioner.
• FINRA Series 24 and Certified Wealth Strategist (CWS) designations within specified timeframe.
• Expert knowledge of financial products and services.

Preferred

• Bachelor's Degree.
• High Net worth background and/or Financial Planning.
• Excellent communication skills.
• Able to work independently.
• Previous branch management experience.

Create Profile/Apply

As an FPA Member you are allowed to post career opportunities and/or ads seeking employment, free of charge.  Non-members may post ads for $50.00.

If you would like to post a thirty (30) day career opportunity and/or an ad seeking employment, please contact Birdie Sanchez.