Job Description
Join Austin's premier wealth management firm and transform lives through strategic financial planning. As a remote-friendly Financial Advisor, you'll build lasting client relationships while leveraging cutting-edge technology to deliver personalized investment strategies. We offer industry-leading training, competitive compensation with uncapped commission potential, and a culture that values work-life balance. Our Austin-based team collaborates globally while maintaining a strong local presence in Texas' thriving financial sector.
What We Offer: Comprehensive benefits package, professional development stipend, flexible remote work options, and equity participation. Work from anywhere while engaging with our Austin client base through hybrid meetings and local networking events.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and risk management
- Cultivate and expand client relationships through personalized consultations and proactive portfolio reviews
- Analyze market trends and economic indicators to optimize client portfolios
- Collaborate with cross-functional teams for tax-efficient estate planning solutions
- Utilize CRM systems to maintain accurate client records and compliance documentation
- Participate in community outreach and financial literacy workshops
Qualifications
- FINRA Series 7 and 66/63/65 licenses (or ability to obtain within 90 days)
- CFPĀ® or CFA designation strongly preferred
- 5+ years of financial advisory experience with proven track record
- Exceptional communication skills with ability to translate complex concepts
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Texas SRO registration (or ability to obtain immediately)
- Bachelor's degree in Finance, Economics, or related field