51 wealth jobs at 30 companies in Bastrop, TX
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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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
1mo
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Wealth Management Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$54k-$206k/yr OnsiteFull Time
2+ YOE2+ years wealth management industry experience, bachelor’s degree required. Strong communication, ability to manage technology consulting projects, and knowledge of back/middle office operations or investment technology.
4w
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Wealth Strategies Advisor
Austin or San Antonio
OnsiteFull Time
7+ YOEAdvanced wealth planning knowledge; ability to lead planning engagements, analyze estate/financial data, and develop integrated strategies; strong client relationship and advisory skills; 7+ years planning experience desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
4w
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Wealth Strategies Advisor
Austin or San Antonio
OnsiteFull Time
7+ YOE7+ years planning-related experience preferred; advanced knowledge of trust, estate, tax, wealth transfer, investments; JD/CPA/CFP desired; proficiency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and WealthMaster.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
1mo
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Wealth Advisor, Schwab Wealth Advisory
Austin, Texas, United States
$110k-$160k/yr OnsiteFull Time
Bachelor's degree and active FINRA Series 7 and Series 66 (or ability to obtain), strong client relationship, time management, financial planning skills; CFP®/CFA® preferred.
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
1mo
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Wealth Advisor (Austin)
Austin, Texas, United States
OnsiteFull Time
3+ YOEBachelor's degree in business/finance/marketing, Series 7 and 63 and Group I life & health insurance licenses, 3+ years financial advisor experience, valid driver's license, local travel, strong communication and organizational skills.
1mo
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Wealth Advisor (Austin)
Austin, Texas, United States
OnsiteFull Time
3+ YOEBachelor's degree in business/finance/marketing, Series 7 and 63 and Group I Life & Health insurance licenses, 3+ years as a financial advisor, valid driver's license, local travel, strong communication and organizational skills.
2w
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Wealth Advisor III
Leander, Texas, United States
OnsiteFull Time
Bachelor's in business/finance/economics or equivalent; FINRA Series 7/63/65 or 7/66 (or obtain within 120 days); General Lines Agent license (or obtain within 120 days); strong organization, communication, and Microsoft application proficiency.
Microsoft computer applications
3mo
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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
1d
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Wealth Strategy Analyst & Product Management, Officer (Wealth Custody and Clearing)
Boston or Dallas or Austin or Irvine
$60k-$101k/yr OnsiteFull Time
2+ YOEUndergraduate degree required (graduate preferred); 2+ years related experience in product, strategy, consulting, or finance; product lifecycle, stakeholder management, and presentation skills; familiarity with custody, clearing, trading, and integrations.
5d
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RIA Operator/Senior Wealth Advisor
Austin, Texas, United States
HybridFull Time
Active Series 65 (or equivalent), experience managing high-net-worth advisory relationships, familiarity with turnkey platforms/outsourced CIOs/SMAs, fiduciary and compliance oversight, strong communication and advisory skills.
1w
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Wealth Management Operations Specialist
Austin, Texas, United States
$75k-$85k/yr OnsiteFull Time
3+ YOE3+ years operations or administrative experience; strong organization, attention to detail, written/verbal communication; proficiency with Microsoft Office/Excel; ability to prioritize in a fast-paced environment.
Microsoft Office, Microsoft Excel, Orion
2mo
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Sr. Associate Advisor Consultant, Strategic Wealth
New York City or Austin or Chattanooga or Chicago or Dallas or Houston or Knoxville or Memphis or Midland or Nashville or Plano or Round Rock or Southlake or St. Charles or Sugar Land or Texarkana or The Woodlands or United States
$70k/yr RemoteFull Time
2+ YOERequires FINRA Series 7 & 63, 2+ years in asset management sales or as a financial advisor, ability to reside in market and travel, strong presentation and relationship-building skills, and bachelor’s degree preferred.
CRM
4w
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Premier Client Banker - PNC Wealth Management
Leander, Texas, United States
OnsiteFull Time
3+ YOEBachelor's degree, 3+ years relevant experience, strong relationship and sales skills, knowledge of banking products, ability to manage risk and collaborate with ecosystem partners; FINRA licenses preferred.
1mo
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Private Wealth Management Registered Client Relationship Analyst
Austin, Texas, United States
OnsiteFull Time
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and 65 required, 2+ years industry experience preferred, advanced Microsoft Office skills, knowledge of financial products and strong client service skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
3w
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Private Wealth Client Service & Operations Sr. Associate (67176)
Austin, Texas, United States
OnsiteFull Time
3+ YOEBachelor's preferred or equivalent experience; 3+ years in financial services operations or client service supporting high-net-worth clients; proficiency with Salesforce, Black Diamond, DocuSign, and Microsoft Office; strong communication and organizational skills.
Salesforce, Black Diamond, DocuSign, Microsoft Office, RightCapital
1mo
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Legal Support Specialist - Government Law & Policy and Private Wealth Services
Austin, Texas, United States
HybridFull Time
2+ YOE2+ years legal secretary experience preferred, bachelor’s degree or equivalent experience preferred. Must have strong administrative, proofreading, time-entry, and communication skills, Microsoft Office proficiency, and ability to work under deadlines.
Windows, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Outlook, Microsoft Copilot, ChatGPT
1w
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Software Engineer – Backend Platforms, Assistant Vice President (Wealth Custody & Clearing)
Boston or Princeton or Austin or Quincy or Clifton
$90k-$158k/yr HybridFull Time
7+ YOE7+ years software engineering experience; bachelor's preferred; expertise in backend development, APIs, microservices, cloud, CI/CD, Docker/Kubernetes, and enterprise delivery; strong communication and problem solving.
Java, Kotlin, Python, JavaScript, TypeScript, RESTful APIs, Docker, Kubernetes, CI/CD pipelines