Senior Financial Advisor - Flexible Roles, Growth Path

Austinwealthmgmt

Austin (TX)

Hybrid

USD 80,000 - 140,000

Full time

14 days+
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Benefits offered by this job

Competitive base salary
Incentives for new business production
Leadership opportunities
Flexible work locations

Job summary

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.

Responsibilities

  • 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.

Job description

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.

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