Senior Financial Advisor

Austinwealthmgmt; Austin (TX); Hybride; USD 80 000 - 140 000; Plein temps

Avantages offerts par ce poste

Competitive base salary

Incentives for new business production

Leadership opportunities

Flexible work locations

Résumé du poste

Austin Wealth Management is seeking a Financial Advisor to join our team in Austin. You will work with individuals and families to build tailored financial plans, leveraging your established client network and a collaborative team approach to deliver education and superior planning services.

We offer a flexible work location model, competitive compensation tied to performance, and opportunities for leadership as you grow with the firm.

Qualifications

• 5+ years experience financial consulting with individuals and families.
• An established network of potential clients that could generate at least $10M AUM in the first 12 months.
• Passionate about the power of effective planning and education.
• Outstanding communication skills, both written and verbal.

Responsabilités

• Build and maintain long-term relationships with individuals and families.
• Develop and implement comprehensive financial plans.
• Collaborate with team to deliver education and planning services.

Description du poste

We are always looking for the next great Financial Advisor to join our team. Our Advisors have clearly defined career paths, enjoy multiple sources of new clients, and work together as a team to constantly improve the quality of our services. We have a ‘zero sales pressure’ policy.

Job Requirements

• 5+ years experience financial consulting with individuals and families
• An established network of potential clients that could generate at least $10M AUM in the first 12 months
• Passionate about the power of effective planning and education
• Outstanding communication skills, both written and verbal

Why Austin Wealth Management?

• Financial planning is at the core of our client relationships
• We are entrepreneurial
• We are growing fast and adopting new technology rapidly
• Our clients are distributed across age ranges and regions
• Competitive base salaries with clearly defined salary ranges based on revenue managed
• Incentives for new business production
• Leadership opportunities for top performers
• Consistent sources of new client opportunities
• Team environment, cooperative planning, centralized investment management and client services
• Broad professional talent set: CPA, CFP®, CFA
• Flexible work locations