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Financial Advisor

1 month ago

Austin, United States Advisor Alpha Full time

Overview: Advisor Alpha is partnering with a well-established investment advisory firm in Austin Texas committed to managing the assets of individuals, families, trusts, estates, charitable organizations, endowments, foundations, and retirement plans. We are seeking a financial advisor with a portable book of business and a strong financial planning background to join our team. The ideal candidate will have a client book totaling at least $10M AUM, with a preference for $15-20M AUM or more. This role offers a unique opportunity to leverage your existing client relationships while growing your book of business in a supportive and entrepreneurial environment.


You may be a good fit if agree with the following statements:

  • "Investment management is a service, provided by professionals, not a product to be sold."
  • "Investment portfolios for all investors should be separately designed and managed according to the objectives and biases of each individual client."
  • "Investment managers must always be personally accessible and accountable to their clients."


Key Responsibilities:

  • Manage and grow a book of business with at least $10MM AUM, ideally $15-20MM AUM or more.
  • Provide comprehensive financial planning services to clients, utilizing industry-standard technology applications such as eMoney, order management systems, CRM, and MS Office.
  • Develop and implement tailored financial plans to meet the unique needs and goals of clients.
  • Build and maintain strong client relationships through regular communication and exceptional service.
  • Actively seek new business opportunities and cultivate relationships with potential clients.
  • Collaborate with other team members to achieve office-wide revenue goals and contribute to the overall success of the firm.


Qualifications:

  • Proven track record as a Financial Advisor with a portable book of business totaling at least $10M AUM*. (*If you're AUM is less than 10M or is not portable, we still encourage you to apply as we may have similar roles you'd be a great fit for*)
  • Strong financial planning background and familiarity with planning software (e.g., eMoney) and other industry-standard technology applications (e.g., order management systems, CRM, MS Office).
  • Certified Financial Planner (CFP) designation preferred.
  • Self-starter with an entrepreneurial spirit and a hunger to grow your own book of business.
  • Excellent interpersonal and communication skills, with the ability to build and maintain client relationships.


Compensation Structure:

  • Generous grid payout based on AUM brought into the firm.
  • Bonus structure tied to revenue generated by the Advisor’s book of business as well as revenue generated by the office as a whole.
  • Long-term incentive may include additional payout tied to the revenue generation of the overall office.
  • Compensation is contingent on the Advisor hitting certain breakpoints regarding organic AUM growth.


Why Join Us:

  • Opportunity to leverage your existing client relationships while growing your book of business.
  • Collaborative and entrepreneurial work environment.
  • Supportive team with a shared goal of achieving office-wide revenue targets.
  • Attractive compensation structure with potential for long-term financial rewards.


If you are a driven and experienced Financial Advisor with a portable book of business and a passion for financial planning, we would love to hear from you. Join us in Austin and take the next step in your career with a firm that values your entrepreneurial spirit and commitment to client success.


How to Apply: Please send your resume and cover letter to Hannah@AdvisorAlpha.ai with the subject line "Financial Advisor Application - [Your Name]." We look forward to reviewing your application.