Job Description
Join Austin Wealth Partners, a premier financial advisory firm revolutionizing wealth management in Texas' capital city. We're seeking a dynamic Senior Financial Advisor to build client relationships while enjoying Austin's vibrant culture from anywhere in the US. Our remote-first model combines cutting-edge technology with personalized service to deliver exceptional financial outcomes.
As a cornerstone of our growing team, you'll leverage our proprietary digital platform to deliver comprehensive financial planning, investment strategies, and retirement solutions to high-net-worth clients. Enjoy Austin's renowned quality of life while building a thriving practice with unlimited earning potential.
Responsibilities
- Develop and implement customized financial plans for 50+ high-net-worth clients
- Manage diversified investment portfolios ($50M+ AUM)
- Conduct retirement planning, tax optimization, and estate strategy sessions
- Leverage CRM system to maintain client relationships and track KPIs
- Collaborate with internal team of CPAs and portfolio managers
- Present quarterly portfolio reviews and market analysis
- Drive new client acquisition through strategic networking
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Certified Financial Planner (CFP) or CFA designation required
- 5+ years of financial advisory experience with $30M+ AUM
- Texas Series 65 and 63 licenses (or ability to obtain immediately)
- Proven track record of client retention and growth
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Exceptional communication skills for executive client presentations