Senior Financial Advisor & Team Leader

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

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.