Financial Advisor - Client Success

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

Job Title: Client Success Financial Advisor

Location: Austin, TX (On-site)

Employment Type: Full-Time, Exempt

Reporting to: KPI Culture. KPI execution determines performance

Compensation: $60,000+ base salary plus monthly commission

Benefits:

• Health, dental, vision, 401(k) with employer match, paid time off, paid holidays

Company Overview

Skyline Wealth Strategies, LLC is an Austin, Texas based Wealth Management company founded on thePromiseof deliveringLifestyle,Confidence, andFulfillmentto our clients through personalized Family Office Wealth strategies and planning. Skyline’s verticals include Alternative Investments, Retirement Planning, Tax Planning, Private Equity, Estate Planning & Legacy Planning. Skyline serves High-Net Worth Families including Business Founders and Owners. The firm specializes in lifetime and generational planning and transitioning through the accumulation, preservation, and distribution phases of wealth management. We share ourCore ValuesofStewardship,FulfillmentandLegacywith our clients. Skyline’sPurposeis ourClient’s Success.Our FoundersVisionisFulfillment for 1000 Families.

Position Summary

The Client Success Financial Advisor plays a key role in delivering high-quality service and proactive engagement to Skyline’s existing and new clients. This position focuses on client relationship management, portfolio and income plan oversight, pipeline execution, and compliance with 100% “In Good Order” (IGO) standards and processes.

The role requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a client-centered environment. This position provides an excellent career path for professionals seeking to advance in wealth management while developing deep product expertise.

Essential Duties & Responsibilities

Client Engagement & Service

• Serve as the primary contact for annuity clients, ensuring a high level of trust and satisfaction.
• Conduct regular service check-ins to review client income plans and financial objectives.
• Provide education on annuity features, performance, and strategies.
• Proactively communicate updates, changes, and recommendations to clients.

Portfolio & Income Plan Management

• Maintain client portfolios and income plans in alignment with client goals.
• Coordinate with carriers and internal teams to process reallocations, distributions, and policy updates.
• Identify opportunities for optimization within client portfolio structures.

Pipeline & Operations Oversight

• Manage annuity application pipelines, including transfers and funding processes.
• Monitor case progress from submission through completion, addressing delays and NIGOs (Not in Good Order).
• Support back-office functions to ensure efficient and accurate policy issuance.

Compliance & IGO Standards

• Ensure 100% IGO submission for all client files and applications.
• Monitor and review documentation for accuracy and compliance with carrier and regulatory requirements.
• Maintain knowledge of industry regulations and carrier-specific guidelines.

Collaboration & Support

• Partner with advisors, client experience teams, and operations staff to provide seamless service.
• Prepare client review meeting materials, including updated summaries and reports.
• Contribute to the improvement of internal workflows and service systems.

Key Performance Indicators (KPIs)

• Weekly service check-ins and recapture bookings.
• Annuity/life/alternative investments total assets gathered (TAG) per week.
• Percentage of applications submitted In-Good-Order (IGO).
• Timeliness of application processing and funding.
• Client satisfaction scores (NPS/Google Reviews).
• Service ticket resolution within required timelines.

Qualifications

• CFP designation strongly preferred
• Bachelor’s degree in finance, business administration, or related field preferred
• Advisor licensing/certifications (Series, Insurance, CFP®) preferred or willingness to obtain.
• 2+ years of experience in financial services, client relationship management, or similar role.
• Strong organizational skills with attention to detail and accuracy.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities and adapt quickly to new products and systems.
• Familiarity with CRMs, Tech & AI platforms platforms preferred.

Compensation & Benefits

• TTC: Total Target Compensation for years 1-2, $100-$150k
• Includes Base salary commensurate with experience
• Performance-based incentive structure and commission opportunities.
• Health, dental, and vision insurance.
• 401(k) plan with employer matching contributions.
• Paid time off and paid company holidays.
• Continuing education support and career advancement opportunities.

Skyline Wealth Strategies is an Equal Opportunity Employer. We are committed to creating an inclusive workplace where all employees feel valued, respected, and supported.