2mo
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Lead Advisor - New Market - Austin
Austin, Texas, United States
$150k-$350k/yr OnsiteFull Time
6+ YOE CFP® or equivalent; 6+ years in financial planning; CFP/CPA/CFA/JD; Series 65 within 120 days if lacking CFP.
2mo
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Senior Wealth Advisor
Austin, Texas, United States
$150k-$350k/yr HybridFull Time
10+ YOEBachelor’s degree required; 10+ years’ experience in financial planning or related field; Series 65, CFP or CFA required.
eMoney, MoneyGuide Pro
2mo
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Senior Associate - Planning, Strategy & Research
San Diego or Los Angeles or San Francisco or Mountain View or Irvine or Austin or Minneapolis or Milwaukee or Cincinnati or New York
$85k-$110k/yr HybridFull Time
3+ YOEThree+ years in wealth management; CFP designation; experience supporting wealth planning and advisory operations; non-client-facing role.
eMoney, wealth planning tools
3w
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Associate Wealth Advisor - Hightower Signature Wealth
Austin, Texas, United States
OnsiteFull Time
3+ YOE3+ years in investment management, CFP® or on-track, Series 65 or 66, knowledge of financial planning concepts, strong communication and analytical skills.
eMoney, Salesforce, Tamarac
2mo
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Director, Wealth Advisor
Austin, Texas, United States
RemoteFull Time
10+ YOEDrive client acquisition, pipeline development, and growth in Austin; 10+ years wealth management; CPA/CFP/CFA preferred; strong relationship and sales skills.
CRM, Financial planning software
2mo
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Manager, Client Advisory
Austin, Texas, United States
OnsiteFull Time
4+ YOEBachelor's degree required; 4–7+ years financial services experience; strong analytical, client service, and communication skills; Microsoft Office/Excel proficiency; CFP preferred.
Microsoft Office, Microsoft Excel
1mo
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AVP, Wealth Advisor
Austin or United States
RemoteFull Time
2+ YOESeries 65 or 66 required, 2+ years in financial planning or wealth management, strong financial planning fundamentals, relationship-focused, self-starter able to manage a pipeline; CFP is a plus.
eMoney, MoneyGuidePro
2mo
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Personal Financial Counselor, PFC- Austin, TX
Austin, Texas, United States
$58k-$94k/yr OnsiteFull Time
3+ YOEBachelor's degree; 3+ years financial counseling; US citizen; English fluent; bilingual English/Spanish a plus; must obtain DoD OCI; AFC/CFP/ChFC certifications; driver license.
DoD OCI process, Video conferencing, Secure online chat, Web-based counseling
4w
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Senior Regional Manager, Schwab Wealth Advisory
Austin, Texas, United States
$203k-$270k/yr OnsiteFull Time
5+ YOE2+ MgmtCFP® or CFA® required, Bachelor's degree, Series 7/66 and Series 9/10 required (may allow COE), 5+ years financial services experience, supervisory experience preferred.
1mo
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Wealth Advisory - Relationship Manager
Austin, Texas, United States
HybridFull Time
2+ YOE2–5 years client-facing experience in wealth management, proven high-touch relationship management with HNW clients, CRM proficiency (Salesforce/Redtail), strong communication, organization; Series 65 or CFP coursework a plus.
CRM, Salesforce, Redtail
1mo
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Senior Trustee Consultant
Fort Mill or Charlotte or New York City or Cleveland or San Diego or Austin or Tempe
$68k-$113k/yr OnsiteFull Time
5+ YOEBachelor's degree, 5+ years trustee services experience in a trust company or investment industry, experience with high-net-worth clients, strong communication, pipeline management, and trust administration skills; CTFA/CFP/ChFC preferred.
1mo
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J.P. Morgan Wealth Management – Private Client Advisor – North East San Antonio
New Braunfels or San Antonio or Cibolo
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent; demonstrated client acquisition and relationship management; active Series 7 and Series 66/63/65 (or obtain within 60 days); life, health and long term care insurance license; CFP preferred; bachelor’s degree preferred.