Associate Financial Advisor

$250M+ AUM, WORK-LIFE BALANCE, GROWING
Our client is an established wealth management firm operating in Austin, TX. Their clients are thoughtful, engaged, and value advice and long-term relationships. This is an independent, trusting, and flexible workplace culture that values work-life balance. They are seeking someone who wants to grow into leading, and ultimately owning, a successful advisory business
WHAT YOU WILL GET TO DO
Support lead advisors in delivering financial planning and investment advice while building strong client relationships. Support and participate in client meetings (second chair), capturing key insights and follow-ups. Prepare financial plans, recommendations, and investment analyses. Communicate with clients and coordinate with external advisors (CPA, attorney, etc.) Manage follow-up tasks and ensure execution of client plans. Assist with client communications and ongoing engagement. Network with existing clients and centers of influence.
QUALIFICATIONS 
Bachelor’s degree from an accredited university. At least 2 years of financial planning experience. Progress towards CFP designation. Strong analytical, organizational, and communication skills. High integrity and ability to manage multiple priorities. Ability to take direction and independently follow through. Entrepreneurial mindset with a desire to grow into leading an advisory practice. Working knowledge of MoneyGuide Pro and Holistiplan are a plus.
THE PERKS 
Starting base salary range of $100k based on experience, plus profit sharing opportunities. Mentorship and hands-on training. Opportunity to develop into a lead advisor role, with potential for business leadership and ownership. Role is hybrid, but must reside in Austin, TX.