ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Atria Wealth Solutions
Austin
Job Description Job Description Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Austin, TX area. Job Summary The Licensed Financial Advisor provides members, non-members, and UFCU employees with financial and retirement planning services. The
Job Source: Atria Wealth SolutionsEdward Jones
Austin
We're bullish about your future here.Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward
Job Source: Edward JonesOpes One
Austin
Job Description Job Description Financial Advisor Job Description At Opes One, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. We are a member of the Guardian-Park Avenue Securities network that
Job Source: Opes OneGuardian Austin
Austin
Job Description Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team
Job Source: Guardian AustinArchetype Permanent Solutions
Austin
Job Description Job Description At our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take control of their financial futures, we provide comprehensive solutions and
Job Source: Archetype Permanent SolutionsFarther
Austin
Job Description Job Description Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth manag
Job Source: FartherFarther
Austin, TX, United States
Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage cl
Job Source: FartherConfidential
Austin, TX, United States
Senior Advisor, Financial & Data Analysis About the Company Government agency providing health & human services to local communities Industry Government Administration Type Government Agency Founded 1980 Employees 10,001+ Specialties Medicaid CHIP SNAP enrollment program management contract management managed care healthcare health insurance finan
Job Source: ConfidentialAustin, TX, United States
Reference Number: MHH7443
Location: Austin, Texas
Judson Group has partnered with a growing RIA in Austin in the search for a Financial Advisor/Financial Planner . This individual will be supporting the firm’s Senior Advisors with financial advising/planning responsibilities while taking on lead client responsibilities as appropriate. The ideal candidate will have experience handling client transactions, implementing investment and financial planning recommendations, and participating in or conducting client meetings.
Responsibilities:
Build and maintain client relationships in partnership with the Senior Advisors.
Work with client support team to provide an exceptional client experience.
Attend meetings held by Advisors with clients and prospects.
Work with clients to ensure action items are thoroughly executed and documented.
Gather client data including financial constraints and goals.
Manage account administration, cashiering, and forms for assigned clients.
Schedule financial planning reviews, implementing as necessary.
Requirements:
BA/BS degree required; advanced degree preferred.
CFP required; Series 65.
5+ years of experience with an investment consulting/management firm, family office, or RIA.
Strong financial planning experience.
Experience with CRM, financial planning software, and portfolio accounting software.
Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
Able to work under pressure and meet deadlines in a fast-paced, demanding environment.
Compensation & Benefits:
Competitive compensation, bonus, and benefits package.
#J-18808-Ljbffr
Financial Advisor/Financial Planner jobs in Austin, TX, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.