Financial Planner

Job overview

The Financial Planner role is in-office with work-from-home flexibility in San Antonio, TX. Compensation is not specified. The planner supports Avior Wealth Management’s work helping clients plan with intention and align financial strategies with their goals and values. The role works with advisors, clients, and professional partners to develop, implement, and monitor comprehensive financial plans. It addresses retirement, investments, taxes, insurance, cash flow, estate, business-owner, and education planning to help clients make informed financial decisions.

What you'll do

• Collaborate with advisors and clients to build, monitor, and implement personalized financial plans
• use MoneyGuidePro and proprietary planning tools
• monitor client financial health across retirement, investment, tax, insurance, cash flow, estate, business-owner, and education planning
• collaborate with CPAs, attorneys, and insurance agents to implement strategies.

What we're looking for

Skills & competencies

financial planner

wealth management

financial planning

retirement planning

investment planning

tax planning

estate planning

moneyguidepro

san antonio tx

avior wealth management

monday–friday

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) and matching, dental, vision and health insurance, HSA, FSA, life and disability insurance, Employee Assistance Program, and flexible paid time off.

Why this role

Bachelor’s degree required; CFP designation or active pursuit required. The posting lists Monday–Friday, 8:00 AM–4:30 PM, with in-office work and work-from-home flexibility. A path to transition to a full-time advisor is available at the employee’s own pace.

About the employer

Avior Wealth Management LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.