65 wealth jobs at 35 companies in Lago Vista, 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
3mo
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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.
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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
1w
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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
1d
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Senior Lead Private Wealth Portfolio Manager
Saint Louis or Denver or Salt Lake City or Austin or Dallas or Minneapolis or Houston or Chicago
$185k-$300k/yr OnsiteFull Time
7+ YOE1+ MgmtRequires 7+ years of private wealth portfolio management experience with HNW/UHNW clients and 1+ year of leadership experience; investment, fiduciary, risk management, and client relationship expertise required.
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
2w
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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.
2w
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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.
2mo
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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
5d
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2027 | Americas | Austin | Wealth Management, Private Wealth Management | New Associate
Austin, Texas, United States
$160k/yr OnsiteFull Time
2+ YOEFull-time associate program for candidates with 2–5 years of experience and an advanced degree, offering product and function-specific development in asset and wealth management.
5d
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2027 | Americas | Austin | Wealth Management, Private Wealth Management | New Associate
Austin, Texas, United States
$160k/yr OnsiteFull Time
2+ YOEFull-time new associate program for individuals with 2–5 years of experience and an advanced degree, offering product-specific and function-specific development in asset and wealth management.
1d
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Analyst or Associate, Wealth Management
Chicago or Abu Dhabi or Austin or Beijing or Boston or Hong Kong or London or Munich or Menlo Park or New York City or Seoul or Singapore or Sydney or Tokyo or Toronto
$85k-$110k/yr OnsiteFull Time
1+ YOERequires 1–2+ years of professional experience, preferably in wealth management or client-facing private markets, strong English communication, MS Office and Salesforce proficiency, organizational skills, and a business-focused undergraduate degree preferred.
Microsoft Excel, Microsoft PowerPoint, Salesforce, CRM
5d
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2027 | Americas | Austin | Wealth Management, Private Wealth Management | New Associate
Austin, Texas, United States
$160k/yr OnsiteFull Time
2+ YOENew Associate program for candidates with 2–5 years of experience and an advanced degree; requires professional growth, collaboration, investment, and client relationship skills.
1w
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Financial Advisor - PNC Wealth Management
Austin, Texas, United States
OnsiteFull Time
2+ YOEBachelor's degree and 2+ years of relevant experience typically required, or equivalent education and experience. Requires FINRA Series 7 and 66 or 63/65, plus Life and Health Insurance licenses.
Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act)