Client Success Wealth Advisor – Austin, TX (On-site)

SKYLINE WEALTH STRATEGIES, LLC; Austin (TX); On-site; USD 60,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with employer match

Paid time off

Paid holidays

Job summary

Skyline Wealth Strategies, LLC in Austin, TX is seeking a Client Success Financial Advisor to manage client relationships, oversee portfolios, and ensure IGO standards. The role emphasizes proactive engagement and accuracy in service delivery.

The position offers a $60,000+ base salary with monthly commissions, plus benefits including health, dental, vision, 401(k) with employer match, paid time off, and holidays. A clear career path in wealth management is provided.

Qualifications

• CFP designation strongly preferred.
• Bachelor’s degree in finance, business, or related field preferred.
• Advisor licensing/certifications (Series, Insurance, CFP) preferred or willingness to obtain.

Responsibilities

• Serve as primary relationship manager for clients and annuity accounts.
• Oversee client income plans and related portfolios to align with goals.
• Ensure 100% In Good Order (IGO) submissions and regulatory compliance.
• Collaborate with advisors and operations to maintain seamless service.

Skills

Strong communication

Attention to detail

Multi-tasking

Education

CFP designation

Bachelor’s degree in finance or related field

Licensing/certifications (Series, Insurance, CFP) preferred

Tools

CRMs

Job description

Skyline Wealth Strategies, LLC in Austin, TX is seeking a Client Success Financial Advisor to manage client relationships, oversee portfolios, and ensure IGO standards. The role emphasizes proactive engagement and accuracy in service delivery.

The position offers a $60,000+ base salary with monthly commissions, plus benefits including health, dental, vision, 401(k) with employer match, paid time off, and holidays. A clear career path in wealth management is provided.