Financial Advisor

Capital Strategies, Beyond Wealth; Austin (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Capital Strategies, Beyond Wealth in Austin, TX is seeking motivated, relationship-driven financial professionals to build a meaningful career helping individuals, families, and business owners plan for their financial future.

As a Financial Advisor, you will develop a client-centered practice, provide trusted guidance, and grow within a supportive environment focused on training, mentorship, accountability, and long-term success.

Qualifications

• Must build trusted client relationships and understand client goals.
• Ability to develop planning strategies and communicate complex concepts clearly.
• Willingness to engage in ongoing professional development and training.

Responsibilities

• Develop and maintain relationships with individuals, families, business owners, and professionals.
• Conduct client discovery conversations to understand goals, priorities, concerns, and financial needs.
• Gather relevant financial information and help identify appropriate planning strategies.
• Educate clients on solutions related to protection, planning, insurance, investments, retirement, and long-term financial security.
• Build a referral-based practice through networking, community involvement, and professional relationships.
• Participate in training, coaching, and ongoing professional development.
• Operate with integrity, professionalism, and a commitment to putting clients’ needs first.

Skills

Relationship building

Communication

Networking

Business development

Client discovery

Financial planning

Job description

We are looking for motivated, relationship-driven professionals who want to build a meaningful career helping individuals, families, and business owners plan for their financial future. As a Financial Advisor, you will have the opportunity to develop a client-centered practice, provide trusted guidance, and grow within a supportive environment focused on training, mentorship, accountability, and long-term success.

About the Opportunity

This role is ideal for someone who wants more than a traditional job. It is an opportunity to build a career with purpose, independence, and impact. Financial Advisors work closely with clients to understand their goals, identify needs, and recommend strategies designed to help protect what matters most, build financial confidence, and support long-term planning.

What You’ll Do

In this role, you will build and manage client relationships while developing your own professional practice. Your work will combine business development, client discovery, financial education, and ongoing relationship management.

Key Responsibilities

• Develop and maintain relationships with individuals, families, business owners, and professionals.
• Conduct client discovery conversations to understand goals, priorities, concerns, and financial needs.
• Gather relevant financial information and help identify appropriate planning strategies.
• Educate clients on solutions related to protection, planning, insurance, investments, retirement, and long-term financial security.
• Build a referral-based practice through networking, community involvement, and professional relationships.
• Participate in training, coaching, and ongoing professional development.
• Operate with integrity, professionalism, and a commitment to putting clients’ needs first.

What We Offer

• A structured career path designed to support professional growth and business development.
• Training, mentorship, and collaboration with experienced professionals.
• The ability to build a practice with independence, flexibility, and personal ownership.
• A team-oriented culture built on transparency, accountability, and shared success.
• Opportunities to make a meaningful difference in the lives of clients and communities.
• Ongoing professional development to help strengthen your knowledge, confidence, and client impact.

Who Thrives in This Role

• Entrepreneurial, self-motivated professionals who want to build something meaningful.
• Strong communicators who enjoy developing relationships and earning trust.
• Individuals who are coachable, disciplined, and willing to follow a proven process.
• People who are comfortable networking, asking thoughtful questions, and creating new opportunities.
• Professionals who care deeply about helping clients make informed financial decisions.
• Goal-oriented individuals who value independence, accountability, and long-term career growth.