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Edward Jones
Austin, TX, United States
The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources
Job Source: Edward JonesThe Judson Group
Austin, 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 ca
Job Source: The Judson GroupLongwood University
Austin, TX, United States
You are viewing a preview of this job. Log in or register to view more details about this job. North Star Resource Group is looking to find a candidate for a financial advising position in Austin, TX. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a p
Job Source: Longwood UniversityLongwood University
Austin, TX, United States
You are viewing a preview of this job. Log in or register to view more details about this job. North Star Resource Group is looking to find a candidate for a financial advising position in Austin, TX. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a p
Job Source: Longwood UniversityCushman & Wakefield
Austin, TX, United States
Job Title Senior Financial Analyst Job Description Summary The Capital Market Senior Financial Analyst is an experienced commercial real estate analyst leading the execution of Capital Markets Team requests by providing on-time, high-quality analyses. Senior Analysts will primarily perform the more complex financial analysis activities of pricing
Job Source: Cushman & WakefieldHID
Austin, TX, United States
An Amazing Career Opportunity for a Senior Financial Analyst! Location: Austin, TX; Eden Prairie, MN; or Palm Beach Gardens, FL Job ID: 27479 Do you proactively establish insightful analytics and have a sixth sense for business needs? Are you experienced with translating financial analysis into clear, data-driven storylines? If so, we want to he
Job Source: HIDVinson & Elkins LLP
Austin, TX, United States
Business Professional and Paralegal Job Openings Job Description Description Position Overview The Senior Financial Analyst is responsible for collaborating with various departments to create accurate budgets, forecasts, tracking actual performance, and providing insights to support strategic decision-making. Duties and Responsibilities Primary Dev
Job Source: Vinson & Elkins LLPVaco
Austin, TX, United States
Senior Financial Analyst Our client, a fast growth company, is looking for a Senior Financial Analyst to join their team. LOCATION: Austin, TX. Hybrid capacity, 3 days in office. JOB DESCRIPTION: The Senior Financial Analyst will provide analytical support to the business leaders across the company to increase data-based decision making and achie
Job Source: VacoAustin, 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 client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
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Senior Financial Advisor jobs in Austin, TX, United States
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