TEAM LEAD & CERTIFIED FINANCIAL PLANNER at Financial Life Advisors
San Antonio, TX
Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing guidance and the resources needed to financially succeed in life. We are a well-established and fast-growing, fee-only (FLA does not sell insurance or any commission products) financial planning firm located in central San Antonio.
We are looking for a friendly and talented (full-time) TEAM LEAD & CERTIFIED FINANCIAL PLANNER to oversee our team of talented CFP®'s in addition to providing financial planning services to the amazing clients of our growing practice. You can learn more about what we do, our fun team, and how we live by Cowboy Ethics here. If you are a CERTIFIED FINANCIAL PLANNER with a passion for leadership, service, and life-long learning, please keep reading to learn more about this exciting opportunity!
The mission of the FLA TEAM LEADER & CERTIFIED FINANCIAL PLANNER (Team Lead-CFP®) is to provide leadership and fiduciary expertise with a focus on excellence to support the Advisor team and our clients to live their best lives. This person prides themselves on the value they provide as they develop ongoing relationships with the CFP team and their clients.
The Team Lead-CFP® is a full-time position. This person is eligible for a competitive compensation package with base salary and variable compensation opportunities along with excellent benefits including the Company 401(k) Plan with matching contributions and flexible PTO plan. This position requires candidates to reside within driving distance to San Antonio, TX for in-office work, some remote flexibility is available. Office hours are typically 8:30 - 5:30 CT, Monday-Friday.
The key responsibility of the Team Lead-CFP® is to provide leadership to the financial planning team, seek improvement in effectiveness and efficiency of client services, onboard and train new Wealth Managers and staff, and be an active member of the FLA Leadership team. As a CFP® Professional, they will also provide superior comprehensive financial planning with the highest level of enthusiasm, accuracy, confidentiality, and efficiency to support the initiatives of our clients and firm in delivering exceptional experiences.
The Team Lead-CFP® will deliver exceptional service and become a trusted partner to the team and clients by:
Working with leadership and the Advisor Team to set and achieve goals for performance and well-being that tie into the company's mission, vision, and strategic plan
Fostering constructive partnerships with fellow team leads, advisor team and stakeholders by influencing and positively impacting discussions as a key leader, contributor, and decision maker across the firm
Developing and organizing supervisory procedures and workflows that ensure effectiveness and efficiency to allow team to communicate, track, and provide the greatest customer and advisor experience
Monitoring employee satisfaction, productivity, capacity, quality, and outcomes while providing coaching, mentorship, and support as needed
Providing exceptional and comprehensive financial planning and investment advisory services to our clients that collectively evaluate and plan for retirement, estate planning, risk management, insurance needs, tax planning strategies, and cash flow to foster relationships that drive unsolicited referrals
Supporting expansion of team through strategic recruitment planning as well as developing, delivering, and documenting an onboarding, training, and professional development program to create consistent and repeatable experience
Learning and engaging in the Entrepreneurial Operating System (EOS) throughout the Company
Coordinating activities and ensuring timely information delivery to our CPA Partners
Performing all client service tasks related to communication, paperwork, workflow and task management, and documentation/filing
Attend networking and professional development opportunities
Ensuring a safe and clean environment for clients and team members
Performing other duties and special projects independently or in conjunction with FLA Team members
Complying with rules and regulations of the SEC and firm
A strong belief in and passion for comprehensive financial planning
Strong interpersonal skills and written, verbal and presentation skills to develop relationships and communicate effectively
Coaching and Mentorship experience and skills to bring out the best in those you work with
Able to coordinate multiple projects at one time and prioritize tasks for each to ensure done with precision in a timely manner
Demonstrates a powerful sense of urgency about getting work done and problem solving with a proactive, goal-oriented client-centered approach
Create trusting relationships through quality and effective communication in written, oral, and presentation form. This includes double checking work to ensure accuracy in spelling, grammar, and punctuation. Must also be able to track communication and be responsive to phone calls, in person meetings, virtual video calls, Teams chat messages, and emails.
Provides a superior level of discretion and ethical standards and applies integrity through maintaining objectivity. The Team Lead-CFP® will work with confidential information, where discretion and sensitivity are a must.
Demonstrates an affinity for numbers and ensuring accuracy of reporting
Be technologically savvy and familiar with these platforms provided by FLA or similar:
Microsoft Office Suite (especially Outlook, Word, and Excel)
Advisor Engine, (Junxure)
Money Guide Pro
BNA Income Tax Planner
o CFP® Certification with 5+ years of wealth management experience, CPA a plus
o 3+ years of team leadership/management experience
o Ability to bend, reach, and lift boxes and office supplies up to 30 lbs
To apply for this exciting role or learn more, please email jessie@