Hybrid Financial Planner - Client-Focused Growth Path

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

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.