Job Description
Join Austin's premier wealth management firm as an Immediate Hire Financial Advisor and transform lives through strategic financial planning. We're seeking a dynamic professional to build client portfolios, drive investment growth, and deliver exceptional wealth management solutions in one of America's fastest-growing financial hubs. Enjoy uncapped earning potential, comprehensive training, and a collaborative environment where your expertise directly impacts client success.
Why Austin Wealth Partners? Industry-leading compensation structure, cutting-edge fintech resources, and a culture that prioritizes work-life balance. We empower advisors with exclusive client acquisition tools and mentorship from CFPĀ® professionals.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth clients
- Build and maintain robust client relationships through quarterly portfolio reviews
- Drive revenue growth through cross-selling insurance, retirement, and estate planning solutions
- Stay current on SEC/FINRA regulations and ensure 100% compliance documentation
- Leverage our proprietary CRM system to manage 50+ active client portfolios
- Collaborate with in-house tax and legal specialists for integrated wealth solutions
- Participate in community networking events to expand client acquisition pipeline
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA/CFP preferred)
- 3+ years proven experience in financial planning or wealth management
- Active Series 65 and Texas State Insurance licenses (or ability to obtain within 60 days)
- Track record of exceeding sales targets with $2M+ AUM management experience
- Exceptional presentation skills with ability to articulate complex concepts
- Proficiency in financial modeling software (e.g., MoneyGuidePro, eMoney)
- Strong network of Austin-based professionals or high-net-worth individuals