Financial Advisor

4 days ago


Austin, United States Capitol Wealth Strategies Full time

Company Description


Capitol Wealth Strategies, based in Austin, TX, is committed to providing innovative financial strategies that empower clients to take control of their financial future and navigate a clear path to long-term wealth and security. As a proud Agency of The Guardian Life Insurance Company of America®, we offer a comprehensive suite of financial products and solutions, including life insurance, retirement planning, wealth management, and financial growth strategies. We also offer flexibility, including remote work options, to accommodate our team's diverse needs.


Role Description


This is a full-time hybrid remote/in-office role for a Financial Advisor at Capitol Wealth Strategies. The Financial Advisor will be responsible for growing a client base through financial planning, retirement planning, business strategies, asset protection, and providing investment advice.


What We Offer


  • Advanced tools and technology designed to help you efficiently gather, manage, and service your clients.
  • Comprehensive training and development programs—available locally, virtually, and nationally—to meet your educational and professional needs.
  • Marketing tools and resources to help you expand your practice and communicate effectively with both existing and prospective clients.
  • Opportunities for mentorship and collaborative work.
  • Exceptional service and support to help you succeed.
  • A competitive benefits package that includes a Defined Benefit Plan, 401(k) with matching and Roth options, as well as health and dental insurance, among other perks.
  • Leadership and career development opportunities, including tuition reimbursement and ongoing education.
  • The Guardian Financial Representative (FR) contract provides a draw and commissions with renewal commissions beginning in year two
  • Performance-based incentive trips to exciting destinations for top producers.


Qualifications


  • Experience in Finance and Investments
  • Strong personal and professional network
  • Motivation to build an independently owned client base
  • Appropriate licensing, including state life and health; FINRA Series 6, 7, or 66 are preferred
  • Strong analytical and problem-solving skills
  • Excellent communication and relationship-building abilities
  • Ability to work autonomously as well as within a team
  • Preferred certifications: ChFC, CFP, CEPA, or CExP
  • Bachelor’s or Master’s degree in Finance, Economics, or related field

  • Financial Advisor

    4 days ago


    Austin, United States Thrivent Full time

    Do Work that MattersEnjoy the rewards of building a business that allows you to help Christians make financial choices guided by values. Unlike anywhere else, you’ll receive the support, stability and opportunity of a Fortune 500 leader while focusing every day on making a meaningful difference in the lives of those you serve.Job DescriptionThrivent...

  • Financial Advisor

    5 days ago


    Austin, United States Thrivent Full time

    Do Work that MattersEnjoy the rewards of building a business that allows you to help Christians make financial choices guided by values. Unlike anywhere else, you’ll receive the support, stability and opportunity of a Fortune 500 leader while focusing every day on making a meaningful difference in the lives of those you serve.Job DescriptionThrivent...

  • Financial Advisor

    12 hours ago


    Austin, United States A+ Federal Credit Union Full time

    Financial Advisor Job Type: Full-Time Exemption Type: Exempt 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...


  • Austin, United States Strategic Wealth Designers Full time

    Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Would you enjoy working for a rapidly growing and respected RIA firm with unlimited income potential?Strategic Wealth Designers (SWD) is a full-service financial firm specializing in...


  • Austin, United States Strategic Wealth Designers Full time

    Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Would you enjoy working for a rapidly growing and respected RIA firm with unlimited income potential?Strategic Wealth Designers (SWD) is a full-service financial firm specializing in...


  • austin, United States Thrivent Full time

    Do Work that MattersEnjoy the rewards of building a business that allows you to help Christians make financial choices guided by values. Unlike anywhere else, you’ll receive the support, stability and opportunity of a Fortune 500 leader while focusing every day on making a meaningful difference in the lives of those you serve.Job DescriptionThrivent...


  • Austin, Texas, United States Opes One Full time

    Join a dynamic team of professionals at Opes One and take the first step towards a rewarding career in financial services! As a Financial Advisor, you will have the opportunity to work with a wide range of clients, each with their unique financial goals and objectives. Our comprehensive training program will equip you with the skills and knowledge necessary...


  • Austin, Texas, United States Capitol Chevrolet Full time

    Job Title: Financial Solutions AdvisorAbout Us: Capitol Chevrolet is committed to providing our customers with exceptional service and support. We believe that everyone deserves to own a car, and we're dedicated to making that happen. We're seeking a highly skilled Financial Solutions Advisor to join our team and help us provide our customers with the best...

  • Senior Sales Director

    4 weeks ago


    Austin, Texas, United States LPL Financial Full time

    About LPL FinancialLPL Financial is a leading independent broker-dealer, providing an integrated platform of proprietary technology, brokerage, and investment advisor services. Our company values creativity, growth, and teamwork, making it an ideal place to build a career.Job OverviewThe Vice President (VP), Sales Strategy, LPL Business Solutions plays a...


  • Austin, Texas, United States United Heritage Credit Union Full time

    About the RoleAs a Financial Services Advisor at United Heritage Credit Union, you will play a critical role in delivering exceptional customer service to our members.You will be responsible for responding to member inquiries and resolving issues in a timely and professional manner.You will also work closely with other team members to ensure that our members...


  • Austin, Texas, United States Charles Schwab Full time

    About This OpportunityAs a Financial Services Advisor at Charles Schwab, you'll play a key role in delivering exceptional customer experiences and helping clients achieve their financial goals.This role offers an exciting opportunity for individuals interested in a career in finance, providing guidance and solutions to participants of employer-sponsored...


  • austin, United States Strategic Wealth Designers Full time

    Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Would you enjoy working for a rapidly growing and respected RIA firm with unlimited income potential?Strategic Wealth Designers (SWD) is a full-service financial firm specializing in...


  • Austin, Texas, United States Advisor Employee Services Full time

    Administrative Support SpecialistAre you an organized and detail-oriented individual looking for a new challenge? Do you have a passion for delivering exceptional client service? If so, we encourage you to apply for the Client Service Administrator role at Advisor Employee Services in Austin, TX.About the Position:This is a full-time position that involves...


  • Austin, Minnesota, United States Edward Jones Full time

    Salary and BenefitsAs a Financial Advisor at Edward Jones, you will have access to a competitive compensation package with no ceiling on earning potential. This includes a salary range of $60,000 - $120,000 per year, based on experience and performance, plus commissions and bonuses. You will also receive a comprehensive benefits package, including medical...


  • Austin, Texas, United States Mutual of Omaha Full time

    Financial Representative Trainee RoleWe are seeking a highly motivated and results-driven Financial Representative Trainee to join our team in Austin, TX. As a key member of our organization, you will embark on a comprehensive training program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance...

  • Prosperity Advisor

    3 weeks ago


    Austin, Texas, United States Edward Jones Full time

    Unlock Your Potential as a Prosperity AdvisorIn this rewarding role, you'll have the opportunity to partner with clients and help them achieve their long-term financial goals. As a Prosperity Advisor at Edward Jones, you'll develop and grow your own practice, supported by a dedicated team and cutting-edge resources.About UsEdward Jones is a Fortune 500...


  • Austin, United States Michele Warren - State Farm Agent Full time

    Career OpportunityMichele Warren - State Farm Agent is seeking a talented and ambitious individual to join our team as an Insurance and Financial Advisor. This is an exciting opportunity to develop your skills and knowledge in sales, marketing, and customer service, while working closely with an experienced agent to build a successful...


  • Austin, Texas, United States Mutual of Omaha Full time

    OverviewWe are seeking a highly motivated and ambitious Financial Representative Trainee to join our team. As a key member of our sales force, you will play a crucial role in helping individuals achieve their financial goals.Salary and BenefitsAs a Financial Representative Trainee, you can expect a competitive starting wage of $16 per hour for up to 30 days....


  • Austin, United States Ameriprise Financial Full time

    Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly- financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. The administrative assistant supports the many different tasks for which the...


  • austin, United States Capitol Wealth Strategies Full time

    Company DescriptionCapitol Wealth Strategies, based in Austin, TX, is committed to providing innovative financial strategies that empower clients to take control of their financial future and navigate a clear path to long-term wealth and security. As a proud Agency of The Guardian Life Insurance Company of America®, we offer a comprehensive suite of...