Experienced Financial Advisor

Bighorn Law; Austin (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Fee-based planning

Planning specialists

Integrated financial solutions

CRM/ planning tech

Collaborative culture

Mentoring & development

Growth opportunities

Transition support

Job summary

Capital Strategies invites an Experienced Financial Advisor to join our fee-based planning platform in Austin. You will deliver comprehensive financial planning with access to advanced planning resources and a collaborative team.

You will focus on building meaningful client relationships, delivering exceptional advice, and growing your advisory practice with structured growth opportunities and mentoring.

Job description

Experienced Financial Advisor- Fee-Based Planning Platform | Advanced Planning Support

Build a Better Advisory Practice

Are you an established financial advisor looking for a stronger planning platform, deeper client solutions, and a team committed to helping you grow?

At Capital Strategies, we help experienced advisors deliver comprehensive financial planning through a fee-based approach supported by advanced planning resources, investment expertise, and dedicated case design professionals. Rather than navigating complex client situations alone, you'll have access to a collaborative team that helps you provide sophisticated solutions for high-net-worth families, business owners, and retirees.

Our advisors focus on what matters most: building meaningful client relationships and delivering exceptional advice.

Why Advisors Join Capital Strategies

• Fee-based planning is the foundation of our business

• Access to advanced planning specialists and case design support

• Comprehensive investment, retirement, insurance, and estate planning solutions

• Modern CRM, planning technology, and investment platforms

• Collaborative culture with leadership accessibility

• Professional development and mentoring from experienced industry leaders

• Structured growth opportunities for advisors seeking to expand their practices

• Transition support for experienced advisors evaluating a move