Senior Financial Planner

Job overview

The Senior Financial Planner role is based onsite in San Antonio, TX, with compensation not specified in the posting’s structured salary fields; the description states a $125,000 base salary plus uncapped assets-under-management-based compensation. The role is with a growing, fee-only wealth management firm. The firm combines financial planning, investment management, and tax expertise to help clients make informed decisions. The planner owns client relationships and develops comprehensive, customized financial plans and recommendations. The role contributes to client decision-making by analyzing financial circumstances, communicating strategies, and coordinating implementation with investment, tax, planning, and client-service colleagues.

What you'll do

• Manage assigned client relationships
• build and update comprehensive financial plans
• analyze cash flow, retirement, investment, tax, estate, and insurance considerations
• develop and explain customized recommendations
• coordinate implementation across internal teams
• monitor plans and maintain accurate client documentation.

What we're looking for

Skills & competencies

senior financial planner

san antonio tx

claire myers consulting

fee-only wealth management

financial planning

client relationships

investment planning

tax planning

estate planning

$125,000 base salary

uncapped aum-based compensation

401(k)

health insurance

paid continuing education

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid time off
• paid continuing education
• 401(k)
• health insurance and additional insurance benefits
• onsite gym, team lunches, and other employee perks.

Why this role

No business-development requirement is stated; additional annual compensation is tied to client assets under responsibility, with no stated cap.

About the employer

Claire Myers Consulting is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.