51 wealth jobs at 30 companies in Burnet, TX
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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
2mo
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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.
1mo
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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
1mo
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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
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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.
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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.
3w
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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
2d
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Wealth Advisor Services Associate - RPW
Austin, Texas, United States
$26-$30/hr HybridFull Time
2+ YOEBachelor's degree and 5-7 years of relevant experience required; wealth management or financial services operations experience preferred. Requires custodial operations knowledge and Microsoft Office proficiency.
Docusign, Orion, RightCapital, ClickUp, Microsoft Dynamics, Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, CRM
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
1w
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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.
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Sr. Manager, Digital Wealth Advisory Offer Management
Austin or Westlake
$100k-$170k/yr OnsiteFull Time
8+ YOE8+ years in wealth management or related financial services and 6+ years in offer/product strategy. Must evaluate opportunities, build business cases, use data/market insights, navigate governance/regulatory issues, and influence senior leaders.
1w
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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.
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Relationship Manager - Private Wealth
Austin, Texas, United States
$150k-$175k/yr OnsiteFull Time
8+ YOEBachelor's degree required, 8+ years in wealth or portfolio management, expertise in investment and financial analysis, strong relationship building and communication, compliance awareness, and business development experience.
Microsoft Office
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
1mo
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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
4w
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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
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
3mo
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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