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Financial Advisors
2 months ago
Financial Advisors Austin Texas
The Role: Financial Advisor
Location: Austin, Texas
The Company
HireBetter’s client is your personal team of experts who take a holistic approach to wealth management. Wealth management is multi-faceted, and they believe your plan should be tailored to your unique objectives in order to be successful. From financial planning to private and public investments, our client designs intelligent wealth solutions that work for you.
The Role
We are looking for driven and experienced Financial Advisors – those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. Through their use of machine learning and artificial intelligence, exclusive private investment access, and unrivaled planning expertise, they are positioned at the forefront of the wealth management industry. Our client’s processes are driven by data and defined by results. Whatever your financial advising career ambitions, they can provide you with the tools, people, and opportunities to succeed.
Responsibilities
Employ financial planning strategies in all areas including tax, retirement, investments, college planning, and estate planning.
Develop, present and record financial planning, investment reports, and investment advisory recommendations to individuals and families.
Maintain ongoing client relations by taking the lead role in communications ensuring timely responses and integrity in all actions.
Document client information in Customer Relationship Manager (CRM) as well as maintain a “to do” list.
Be a self-motivated individual who desires to work in a team environment.
Be able to work on a team to monitor portfolios and implement investment and financial planning changes as needed.
Develop new business by participating in community events, organizations, networking, as well as develop and deliver seminars and make speaking appearances if possible.
Work to continually improve company investment and financial planning processes.
Qualifications
Bachelor’s degree or equivalent, with an emphasis in accounting, finance, or related field of study.
Series 65 license.
Satisfactory background check, fingerprinting, and securities registration and/or insurance licensing verification.
A proven wealth management practice with at least $10 million in AUM.
2 or more years of experience as a financial advisor.
No U-4 disclosures.
Self-motivated, independent, and driven to succeed.
Motivated by helping others.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products and services.
To Apply
Interested candidates should apply through the HireBetter website at
jobs.hirebetter.com
. Qualified applicants will be responded to as quickly as possible.
Please note: Applicants for employment in the U.S. must possess work authorization that does not require sponsorship for a visa now or in the future.
Tagged as: Financial Advisors
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