Current jobs related to Financial Advisor - Austin - Tyndal Federal Credit Union

  • Financial Planner Associate

    3 months ago

    Austin, United States Kestra Financial Independent Advisor Full time

    We are an experienced financial services team looking for an in-person team member to join us. The Financial Planner Associate position is a client service position who reports to the Financial Professional and is critical to leveraging the FinPro's time. This position utilizes excellent customer service and problem-solving skills to confidently provide...

  • Client Service Financial Associate

    1 week ago

    Austin, Texas, United States Kestra Financial Independent Advisor Full time

    We are a dedicated financial services team seeking an in-person team member to enhance our operations. The Financial Planner Associate role is essential for client service, reporting directly to the Financial Professional, and plays a pivotal role in optimizing the FinPro's time. This position requires exceptional customer service and problem-solving...

  • Private Wealth Advisor

    3 weeks ago

    Austin, United States BOK Financial Full time

    Req ID: 75363 Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Grapevine -GRPV, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND Areas of Interest: Finance; Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 01/01/2025 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF)...

  • Private Wealth Advisor

    2 months ago

    Austin, United States BOK Financial Full time

    Req ID: 70281 Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Grapevine -GRPV, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND Areas of Interest: Finance; Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 02/29/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top...

  • Associate Financial Advisor

    4 weeks ago

    Austin, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Title: Associate Financial Advisor Job Summary:As an Associate Financial Advisor, you will support senior financial advisors in providing personalized financial planning and investment advice to clients. Your role involves assisting with financial analysis, developing client portfolios, and ensuring a high level of client...

  • Financial Planning Associate

    2 weeks ago

    Austin, Texas, United States REAP Financial Full time

    Financial Planning AssociateREAP Financial Group is a specialized investment advisory firm focused on Retirement Planning. Our mission is to empower families to redefine their priorities and aspirations.The primary objective of this role is to deliver exceptional support to our financial advisors, current clients, and potential clients. This position will...

  • Financial Advisor at Fidelity

    2 weeks ago

    Austin, Texas, United States Fidelity Investments Full time

    Financial Advisor at Fidelity InvestmentsAre you driven by the desire to enhance clients' financial well-being? This position offers a unique opportunity to join Fidelity Investments, a leader in the financial services industry, where the emphasis is on cultivating substantial relationships with clients rather than merely executing transactions. As a...

  • Financial Client Support Associate

    1 week ago

    Austin, Texas, United States REAP Financial Full time

    Client Service AdministratorAre you eager to leverage exceptional client service abilities while engaging with clients on a daily basis? If you thrive on building lasting relationships, embracing challenges, and delivering outstanding administrative assistance, we would like to connect with you.Our dynamic financial organization, REAP Financial Group, LLC,...

  • Senior Financial Advisor Assistant

    2 months ago

    Austin, United States Frost (CullenFrost Bankers) Full time

    Job Description It's about supporting people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Senior Financial Advisor Assistant role may be right for you! At Frost, it's about more than a job. It's about having a flourishing career...

  • Associate Financial Advisor

    4 weeks ago

    Austin, United States North Star Resource Group Full time

    North Star Resource Group is looking to find a candidate for a financial advising position in Austin, TX. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed around serving others and making an impact. Additionally, you will work under the...

  • Financial Advisor

    3 months ago

    Austin, United States Opes One Full time

    Job DescriptionJob DescriptionAt Opes One, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. We are a member of the Guardian-Park Avenue Securities network that has over 160 years of experience. Our...

  • Experienced Financial Advisor Support Specialist

    5 days ago

    Austin, Texas, United States Frost Bank Full time

    Position Overview Your role is to empower our team. Are you recognized for your organizational skills? Do you thrive in both independent and collaborative environments? Is creating daily task lists second nature to you? If so, the position of Senior Financial Advisor Assistant could be a perfect fit for you. At Frost, we believe in more than just employment;...

  • Experienced Financial Advisor Support Specialist

    1 week ago

    Austin, Texas, United States Frost Bank Full time

    Position Overview Your role is to empower our team. Are you recognized for your organizational skills? Do you thrive in both independent and collaborative environments? Is creating daily task lists second nature to you? If so, the Senior Financial Advisor Assistant position could be an excellent fit for you. At Frost, we believe in more than just employment;...

  • Experienced Financial Advisor Support Specialist

    5 days ago

    Austin, Texas, United States Frost Bank Full time

    Position Overview Your role is to empower our team and clients. Are you recognized for your organizational skills? Do you thrive in both independent and collaborative environments? Is creating daily task lists second nature to you? If so, the position of Senior Financial Advisor Assistant could be a perfect fit for you. At Frost, we believe in more than just...

  • Financial Advisor II

    2 weeks ago

    Austin, United States Frost Bank Full time

    Job Description It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you...

  • Senior Financial Advisor Austin, TX

    4 weeks ago

    Austin, United States Farther LLC Full time

    Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re...

  • Client Service Representative

    5 days ago

    Austin, Texas, United States Advisor Employee Services Full time

    Job Description:The Client Service Administrator will be responsible for providing exceptional client service and support to our clients and advisors. This role will involve servicing the existing client base with all service requests, including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment...

  • Merrill Financial Solutions Advisor-Capitol Market

    3 months ago

    Austin, Texas, United States Bank of America Full time

    Job Description:Job DescriptionAt Bank of America, we re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We re looking for the next...

  • Financial Client Support Specialist

    5 days ago

    Austin, Texas, United States REAP Financial Full time

    Client Service AdministratorBecome a vital part of REAP Financial Group, LLC as a Client Service Administrator. This position is perfect for individuals who are dedicated to delivering outstanding client support within the financial sector.Position Overview:In the role of Client Service Administrator, you will be tasked with addressing client inquiries,...

  • Merrill Financial Solutions Advisor-Capitol Market

    2 weeks ago

    Austin, United States Bank of America Full time

    Job Description: Job Description At Bank of America, were guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. Were looking for the next...

Financial Advisor

2 months ago

Austin, United States Tyndal Federal Credit Union Full time
Financial Advisor

Job Type: Full-Time

Exemption Type: Exempt

Wage Amount: yearly minimum

Financial Advisors work in partnership with the credit union to provide comprehensive financial services to credit union members. A Financial Advisor is an integral part of the credit union environment providing wealth management services in the area of investment, insurance, retirement and estate planning.

Essential Functions:

Department Support
  • Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops a personalized investment strategy to implement.
  • Utilizes a financial planning approach and related software to draft a comprehensive financial plan creating customized strategies unique to each member.
  • Remains visible to public to meet potential new clients for A+FCU, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.)
  • Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan.
Branch Support
  • Works with branch managers to identify and leverage cross-sell opportunities both to and from investment services.
  • Provides regular feedback to branch employees, credit union leaders and manager regarding business results and development initiatives.
  • Drives investment and program integration initiatives and provides branch personnel training in assigned branches.
  • Commitment to supporting, and contributing to, a team-oriented culture and participation in A+FCU sponsored community events.
Miscellaneous
  • Meets regularly with manager for continued training and development.
  • Attends training and/or completing required continuing education and keeps current on investment products and services offered.
  • Stays current and analyzes market conditions. Stays updated on financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments.
  • Maintains confidentiality.
  • Performs additional duties as assigned or directed
Education and Experience
  • High school diploma or GED required
  • Bachelor's degree in Business, Finance, or related field preferred
  • Active Series 6, (Series 7 preferred), 63/65 (or 66) licenses along with Texas Life, Accident & Health licenses required
  • Clean U-4 required
  • Two years of sales experience in the financial services industry required (bank or credit union preferred)
  • Certified Financial Planner (CFP) designation preferred
Knowledge, Skills & Abilities
  • Strong time management, prioritization, and organizational skills. Proficient in Microsoft Office Suite.
  • Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network you develop
  • Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environment
  • An advanced level of performance and work ethic requiring minimum supervision
  • Strong integrity and ethics
  • Advanced critical thinking, analytical and problem-solving skills
  • Ability to travel between branch locations as needed
Physical Functions
  • Must have the ability/stamina to work at least 40 hours a week
  • Will frequently reach, feel, bend, stoop, carry, finely manipulate and key in data
  • Must be able to communicate heavily through telephone, e-mail and in-person communications
  • Must be able to engage in problem-solving skills to help identify and solve potential issues in the field


Types of Decisions requiring supervisory approval: Situations outside A+FCU policies and procedures