Financial Advisor / Financial Professional

Austin Asian Chamber; Austin, Northern (TX, KY); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Group life and disability insurance

Job summary

Capitol Wealth Strategies, a locally based, advisor-focused firm, is seeking an energetic Financial Advisor in Austin, TX. You will grow your own book of business, design tailored financial strategies, and mentor newer advisors as desired.

This role emphasizes client relationships, clear communication, and a business-owner mindset. Join a collaborative Guardian Network-backed environment with strong support, platform resources, and opportunities for leadership and career growth while maintaining

Qualifications

• Strong client relationships and sales skills.
• Interest in collaboration and professional growth.
• Leadership aspiration to coach and develop others.
• Organized, self-directed, and accountable.

Responsibilities

• Build and manage long-term client relationships and your own book of business.
• Design personalized financial strategies aligned with client goals.
• Analyze financial information and recommend solutions.
• Communicate complex concepts clearly and practically.
• Prospect and manage your practice with a business-owner mindset.
• Participate in mentoring and advisor development, if desired.

Skills

Client relationships

Sales skills

Collaboration

Leadership coaching

Organization

Self-directed

Accountability

Job description

Capitol Wealth Strategies is a locally based, advisor-focused firm and part of the Guardian Network. We work with Financial Advisors who want flexibility, real support, and the ability to shape how they grow their practice and career.

At CWS, you can continue to build and grow your own practice while also having the opportunity to coach, collaborate, and influence the next generation of advisors.

The Role

This is a Financial Advisor opportunity with flexibility in scope. Your primary focus is growing your own practice. For advisors who enjoy mentoring and collaboration, there is also the opportunity to work with newer advisors through joint work, training, and development, without stepping into a traditional management role.

What You’ll Do

• Build and manage long-term client relationships and your own book of business
• Design personalized financial strategies aligned with client goals
• Analyze financial information and recommend appropriate solutions
• Communicate complex concepts in a clear, practical way
• Prospect and manage your practice with a business-owner mindset
• Participate in mentoring, joint work, and advisor development, if desired

What We’re Looking For

Strong client relationship and sales skills

• Interest in collaboration and professional growth
• For those interested in leadership, a desire to coach and develop others
• Organized, self-directed, and accountable

Licensing

• Life & Health license required
• FINRA SIE, 7, and 66 or willingness to obtain

Why Capitol Wealth Strategies

We are built for advisors who want to do great work and grow with intention.

• Flexibility to design your path forward
• Strong Guardian platform, resources, and support
• Local leadership and a collaborative culture
• Clear processes, real support, and high standards
• Opportunity to grow as an advisor and as a leader
• Health, dental, and vision insurance
• 401(k) with company match
• Group life and disability insurance
• Renewals
• Leadership and advancement opportunities

Employment Type

Full-time

Additional Info

Job Type : Full-Time

Experience Level : Entry Level, Mid to Senior Level