Fiduciary Financial Planner & Advisor
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-02-06
Listing for:
Squarely LLC
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial advisory firm in Texas is seeking a dedicated financial advisor to join their team. This role involves providing fee-based financial advice and managing relationships with a defined client base. The ideal candidate will have a Bachelor's degree and preferably a CFP designation, with experience in RIA or financial planning. Responsibilities include performing financial reviews, offering personalized plans, and maintaining client satisfaction through effective communication.
The firm values purpose, growth, and impact in its operations.
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