Managing Associate / Financial Advisor

Capitol Wealth Strategies; Austin (TX); Hybrid; USD 75,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with company match

Group Life and disability insurance

Opportunities for advancement

Job summary

A financial advisory firm in Austin, Texas, is seeking a Managing Associate to develop your own practice while mentoring Financial Representatives. The role combines personal growth with leadership opportunities, focusing on excellence and community. Candidates should have at least 3 years of experience as a Financial Advisor and possess strong communication and organizational skills. Hybrid work options are available along with competitive benefits.

Qualifications

• Proven experience as a Financial Advisor (3+ years).
• Self-starter with strong organizational habits.
• Ability to tailor coaching to individuals' strengths and learning styles.

Responsibilities

• Grow your practice as a Financial Advisor while guiding others.
• Coach and mentor Financial Representatives.
• Lead training sessions on financial strategies and product solutions.

Skills

Sales and client service skills

Strong communication skills

Leadership and mentorship abilities

Organizational skills

Familiarity with financial products

Education

College degree or equivalent experience

Life & Health License

Job description

Overview

Capitol Wealth Strategies – Austin, TX; a locally rooted, advisor-focused firm and a member of the Guardian Network, is looking for an experienced Financial Advisor ready to take the next step into leadership. As a Managing Associate, you’ll continue growing your own successful practice while mentoring and developing a team of Financial Representatives. This hybrid role combines the autonomy of building your personal book with the opportunity to coach and shape the next generation of advisors. At CWS, you’ll have the tools, culture, and leadership support to make an impact, both in your own practice and across our growing team.

What You’ll Do

• Grow your practice as a Financial Advisor while guiding others in building theirs
• Coach and mentor Financial Representatives through one-on-one development and joint work
• Lead training sessions on prospecting, financial strategies, product solutions, and systems
• Help recruit new advisors aligned with our firm’s culture and target markets
• Collaborate with leadership to shape strategy, identify market opportunities, and improve team performance

What We’re Looking For

• Proven experience as a Financial Advisor (3+ years) with strong sales and client service skills
• A desire to lead, mentor, and grow others while continuing to grow personally
• Strong communication and interpersonal skills with the ability to motivate others
• Ability to tailor coaching to each individual’s strengths, challenges, and learning style
• Self-starter with strong organizational habits and a bias toward action
• Familiarity with core products (life, disability, investments) and planning tools

Preferred Credentials

• Life & Health License (required)
• FINRA SIE, 7, and 66 or willingness to obtain
• College degree or equivalent experience

Why CWS

At Capitol Wealth Strategies, you’re not just a number—you’re part of a close-knit team that values independence, excellence, and community. We offer a culture of growth and transparency with the flexibility to design your path forward.

• A proven training system and mentorship culture
• Access to top-tier resources through Guardian
• Collaborative, locally managed leadership
• A focus on both personal and professional development
• Health, dental, and vision insurance
• 401(k) with company match
• Group Life and disability insurance
• Renewals
• Opportunities for advancement and leadership development

Ready to Lead While You Grow?

If you’re looking to build something bigger than yourself and help others do the same, we’d love to meet you.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

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