Financial Advisor
2 weeks ago
SNI Financial has partnered with a leading Investment Management Firm in Austin, Texas to expand their team with a Financial Advisor. This is an exciting opportunity for a motivated and entrepreneurial individual to build a successful book of business and align custom investment solutions with clients to help them achieve their long-term financial goals.
Key Responsibilities:- Provide financial planning support to clients to help them achieve their financial objectives
- Support investment professionals in cultivating client relationships and building a strong network
- Prepare financial plans and cross-check work to ensure complete accuracy of information
- Actively grow the network and engage new clients to expand the business
- Bachelor's degree in Finance or a related field
- 4+ years of industry experience
- Strong understanding of the investment business
- Experience building a book of business or supporting a book of business
- Excellent interpersonal skills
- Competitive base salary + revenue split on client fees
- Hybrid model with high-quality office space centrally located in Austin
- Each advisor gets their own individual office and group meeting spaces for engagements
- We have an internal compliance officer who ensures paperwork and account transfer is smooth
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Financial Advisor
2 days ago
Austin, Texas, United States Atria Wealth Solutions Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor to join our team at University Federal Credit Union. As a Financial Advisor, you will be responsible for providing expert financial and retirement planning services to our members, non-members, and employees.Key ResponsibilitiesConduct webinars, seminars, and workshops on financial and...
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Financial Services Coordinator
2 weeks ago
Austin, Texas, United States REAP Financial Full timeParaplanner Job DescriptionAt REAP Financial Group, we're seeking a skilled Paraplanner to join our team of financial advisors. As a Paraplanner, you'll play a crucial role in supporting our advisors in servicing prospects and clients, preparing for meetings, conducting investment research, and making preliminary financial planning recommendations.Key...
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Financial Services Professional
3 weeks ago
Austin, Texas, United States SNI Financial Full timeFinancial Advisor OpportunitySNI Financial is partnering with a leading Investment Management Firm in Austin, Texas to expand their team with a Financial Advisor.The ideal candidate will provide financial planning support to clients, align custom investment solutions to help them achieve their long-term financial goals, and build a successful book of...
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Financial Advisor at Fidelity
2 months ago
Austin, Texas, United States Fidelity Investments Full timeFinancial 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...
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Financial Services Coordinator
3 weeks ago
Austin, Texas, United States REAP Financial Full timeParaplanner Job DescriptionAt REAP Financial Group, we're seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our financial advisors in servicing prospects and existing clients.Key Responsibilities:Conduct research on financial products and services to provide recommendations to our...
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Financial Operations Coordinator
4 weeks ago
Austin, Texas, United States REAP Financial Full timeClient Service SpecialistAt REAP Financial Group, we're dedicated to empowering families to reimagine what matters most. As a Client Service Specialist, you'll play a vital role in ensuring the smooth day-to-day operations of our practice while providing exceptional customer service to our clients and prospects.Key Responsibilities:Process new business...
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Private Wealth Advisor
4 weeks ago
Austin, Texas, United States BOK Financial Full timeAbout the RoleWe are seeking a highly skilled Private Wealth Advisor to join our team at BOK Financial. As a key member of our wealth management team, you will be responsible for developing and maintaining relationships with high net worth individuals, families, and trusts.Key ResponsibilitiesDevelop and expand client relationships through ongoing financial...
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Senior Financial Advisor
2 days ago
Austin, Texas, United States Bronson Kinkade Consulting Full timeJob OverviewAt Bronson Kinkade Consulting, we're seeking a skilled Senior Financial Advisor to join our team. As a key member of our sales team, you'll be responsible for introducing financial products to individuals seeking more information.Key ResponsibilitiesDevelop and maintain relationships with clients to understand their financial needs and...
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Financial Services Advisor
2 days ago
Austin, Texas, United States University Federal Credit Union Full timeJob SummaryThe Financial Advisor provides members, non-members, and UFCU employees with financial and retirement planning services. The Financial Advisor will provide investment advice by drawing upon a broad range of experience and knowledge, recommend appropriate financial solutions, and communicate information about risks, attributes, features, and...
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Client Service Coordinator
4 days ago
Austin, Texas, United States Advisor Employee Services Full timeJob Title: Client Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Advisor Employee Services. As a Client Service Administrator, you will play a critical role in providing exceptional client service and support to our financial advisors and clients.Key Responsibilities:Provide...
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Financial Services Professional
2 weeks ago
Austin, Texas, United States First Command Financial Services Full timeJoin Our Team of Financial AdvisorsAt First Command Financial Services, we're committed to helping military families achieve their financial goals. As a Financial Advisor, you'll play a critical role in providing expert guidance and support to our clients.Key Responsibilities:Partner with local military organizations and units to engage with the military...
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Chief Financial Officer
4 weeks ago
Austin, Texas, United States Creative Financial Staffing Full timeDirector of Finance Job DescriptionWe are seeking a highly skilled and experienced Director of Finance to join our team at Creative Financial Staffing. As a key member of our leadership team, you will be responsible for driving strategic financial growth, maintaining operational excellence, and providing analytical support for key decisions.Key...
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Financial Solutions Advisor
3 days ago
Austin, Texas, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. As a Credit Solutions Advisor, you will play a critical role in providing specialized and personalized service to our clients, offering advice and guidance on borrowing and banking solutions.Key...
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Austin, Texas, United States LPL Financial Full timeJob OverviewVice President (VP), Regional Consulting, LPL Business Solutions, is responsible for driving business growth and adoption of LPL's suite of Business Solutions within the Business Operations and Technology Storefront. The VP will work directly with LPL Financial affiliated financial advisors, enterprises, and prospects across a specific geographic...
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Client Service Representative
4 weeks ago
Austin, Texas, United States REAP Financial Full timeClient Service SpecialistAt REAP Financial Group, we're seeking a highly skilled Client Service Specialist to join our team. As a key member of our operations team, you'll play a vital role in ensuring the smooth day-to-day operations of our practice while providing exceptional customer service to our clients and prospects.Key Responsibilities:Process new...
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Financial Services Professional
4 weeks ago
Austin, Texas, United States Atria Wealth Solutions Full timeJob Title: Financial AdvisorUniversity Federal Credit Union is seeking a Financial Advisor to join their team in the northern part of their Austin, TX market.About the RoleAs a Financial Advisor, you will provide members, non-members, and UFCU employees with financial and retirement planning services. You will provide investment advice, recommend appropriate...
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Financial Services Associate
3 days ago
Austin, Texas, United States Edward Jones Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with our Financial Advisors to provide exceptional service to our clients and help them achieve their financial goals.Key ResponsibilitiesBuild and maintain strong...
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Financial Services Professional
1 month ago
Austin, Texas, United States Equitable Advisors Full timeAbout the RoleWe are seeking a highly motivated and personable Financial Services Professional to join our team at Equitable Advisors. As a Financial Professional, you will have the opportunity to build a business around helping individuals and families achieve their financial goals, protect their loved ones, and retire with dignity.Key...
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Financial Services Professional
4 weeks ago
Austin, Texas, United States Equitable Advisors Full timeAbout the RoleWe are seeking a highly motivated and personable Financial Services Professional to join our team at Equitable Advisors. As a Financial Planning Expert, you will have the opportunity to build a business around helping individuals and families achieve their financial goals, protect their loved ones, and retire with dignity.Key...
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Credit Solutions Advisor
3 days ago
Austin, Texas, United States Bank of America Full timeJob Title: Credit Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert advice. As a Credit Solutions Advisor, you will play a critical role in providing tailored solutions to our clients, helping them navigate the complexities of borrowing and banking.Key...