Financial Planner

Austinwealthmgmt; Austin (TX); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health benefits and retirement plan

CFP certification support

Collaborative team culture

Modern, centrally located office in 


Job summary

Austinwealthmgmt is seeking a Financial Planner to join our collaborative team in a hybrid role. You will support the planning process for new clients, working with lead advisors to prepare comprehensive financial plans and ensure a seamless client experience.

The ideal candidate has 3+ years in financial planning, is pursuing CFP certification, and is proficient with planning software and CRMs. This role emphasizes precision, proactive planning, and client service excellence.

Qualifications

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

Responsibilities

• Gather and maintain client financial information using planning software and CRM.
• Develop and present comprehensive financial plans aligned with AWM standards (liquidity, cash flow, risk, tax, investment, estate, exit planning).
• Support advisors in client meetings and prepare materials; document and complete post-meeting tasks.

Skills

Analytical skills

Communication

Time management

Independent & collaborative

Detail-oriented

Education

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

CFP certification (in progress)

Tools

eMoney

MoneyGuidePro

RightCapital

Redtail CRM

Salesforce

Google Sheets/Docs

Job description

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.

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 AWM standard, including: liquidity management, cash flow planning, risk management, tax strategy, investment strategy, estate planning, and 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.

Required Qualifications

• Bachelor's degree in Financial Planning, Finance, Accounting, or related field.
• 3+ years 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).
• Working knowledge of Google Sheets and Google Docs.
• 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 Qualifications

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

This 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) or 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