Financial Planner

FPA of Charlotte; Austin (TX); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health benefits

Retirement plan options

Collaborative, team-oriented culture

CFP certification support

Austin office with garage parking and/

Job summary

Austin Wealth Management in Austin, TX is seeking a Financial Planner to support the planning process for new clients. You will assist in preparing comprehensive plans and ensuring a seamless client experience. This hybrid role offers remote work part of the week.

Ideal candidates bring strong analytical skills, attention to detail, and the drive to continually improve planning strategies while delivering high-quality service to clients.

Qualifications

• Bachelor's degree in Financial Planning, Finance, Accounting, or related field required.
• 3+ years of experience in a financial planning role with at least 1 year in client-facing work.
• Progress toward CFP certification.
• Proficient in financial planning software (eMoney, MoneyGuidePro, RightCapital) and CRM (Redtail, Salesforce).
• Proficient with Google Sheets and Google Docs.
• Strong analytical skills and attention to detail.
• Excellent communication and ability to manage multiple tasks.
• Ability to work independently and with a team.

Responsibilities

• Gather, organize and maintain client financial information using planning software and CRM.
• Develop and present comprehensive financial plans aligned with AWMs standards (liquidity, cash flow, risk, tax, investments, estate, business exit).
• Support advisors in client meetings by scheduling, taking notes and preparing materials.
• Provide ongoing support to Advisors and Clients by responding to service requests and monitoring milestones.
• Collaborate with investment and operations teams to gather details and inform clients and advisors.
• Research and maintain updated information on regulatory changes.
• Contribute to quality and efficiency of service and workflows.
• Support special projects as needed.

Skills

Analytical skills

Communication

Time management

Independent

Team collaboration

Education

Bachelor's degree in Financial Planning, Finance, Accounting, or related field

CFP certification (progress)

Tools

eMoney

MoneyGuidePro

RightCapital

Redtail

Salesforce

Google Sheets

Google Docs

Asana

Job description

Financial Planner

Location: Austin, Texas

Type: Full Time

Salary: $100,000

2 openings available.

Total compensation will vary depending on the experience.

About Us

Austin Wealth Management is an independent financial planning firm based in Austin, TX. We serve high-income households, retirees, and business owners with a focus on helping clients make informed, confident, and compounding financial decisions.

Our mission is to systematically create “Aha” moments that empower clients to take high-impact action in their financial lives.

We operate on a foundation of advocacy, education, systems, accountability, and adaptability. Our culture is guided by our values: clarity, curiosity, candidness, persistence, and collaboration.

Position Overview

We are currently seeking a Financial Planner to join our collaborative team. This is an excellent opportunity for someone looking to build a career in financial planning within a supportive and professional environment.

As a Financial Planner, you will play a critical supporting role in the financial planning process for new clients. Working closely with lead advisors and the financial planning team, you will assist in preparing and maintaining comprehensive financial plans, and ensuring a seamless client experience. This is a hybrid position that offers the flexibility to work remotely for part of the week.

This position is ideal for a motivated professional who takes pride in delivering exceptional work with high attention to detail. The ideal candidate thrives on setting a higher standard of excellence—continually refining their craft, embracing innovative planning strategies, and demonstrating a deep commitment to helping clients achieve their goals. Success in this role depends on thoughtful analysis, a competitive spirit to outperform, and dedication to providing clients with a superior planning experience.

Key Responsibilities

• Gather, organize and maintain client financial information, using our financial planning software and CRM.
• Develop and present comprehensive financial plans to clients in alignment with Austin Wealth Management (AWM) standard, including:
  • Liquidity management
  • Cash flow planning
  • Risk management
  • Tax strategy
  • Investment strategy
  • Estate planning
  • Business exit planning
• Support advisors in client meetings by scheduling meetings, taking notes, and preparing materials. Following client meetings, provide support by documenting and completing tasks.
• Provide ongoing support to Advisors and Clients by responding to service requests as needed and by monitoring client planning milestones. Proactively update the client's financial plans as needed.
• Collaborate with the investment and operations teams to gather necessary details and keep clients and advisors informed.
• Research and maintain updated information on regulatory changes.
• Contribute to the overall quality and efficiency of service at AWM by providing suggestions for improvement and greater efficiency throughout workflows.
• Support special projects as needed.

Career Growth

The role offers substantial opportunities for professional growth and career advancement. High-performing team members will have various pathways to progress their careers.

Financial Planners can advance into elevated financial planning support roles:

• Senior Financial Planner
• Financial Planning Manager

Financial Planners can also develop into lead client roles:

• Financial Advisor
• Senior Financial Advisor

What We Offer

• Competitive salary based on experience and qualifications
• Ongoing support for professional development and CFP® certification
• Collaborative, team-oriented culture
• Health benefits and retirement plan options
• A modern, centrally located office in Austin, TX with amenities including garage parking and an office gym.

Requirements and Qualifications

Required:

• Bachelor's degree in Financial Planning, Finance, Accounting, or related field required.
• 3+ of experience in a financial planning associate or financial planning role with at least 1 year of experience in a client facing role
• Progress toward the CFP® certification.
• In-depth knowledge of financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital) and CRM systems (e.g., Redtail, Salesforce) required.
• Working knowledge of Google Sheets and Google Docs required.
• Demonstrated, strong analytical skills and attention to detail.
• Excellent communication skills with emphasis on clarity.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Ability to work independently and in collaboration with team members.

Preferred:

• Experience working with business owners.
• Experience using Asana.
• 5+ years of experience in a financial planning associate or financial planning role with at least 3+ years of experience in a client facing role
• Completion of the CFP® certification.