Certified Financial Advisor

Overview

This role is for a Certified Financial Advisor opportunity with remote work available to candidates located in the Austin, Texas area. While remote, you will collaborate with experienced advisors and specialists across the organization’s retail division.

This position may consider applicants for both the Certified Financial Advisor and Senior Certified Financial Advisor opportunities.

Responsibilities

• Establish, grow, and maintain long-term relationships with clients.
• Partner with investors to plan for their financial goals.
• Provide disciplined investment approaches, tax management strategies, and additional financial planning support.
• Develop personalized investment strategies and deliver financial planning guidance.

Qualifications

• Certified Financial Planner® designation required.
• Series 7, 63, or 66 (or the ability to acquire within 3 months of assuming the position).
• Advisory experience:
  • Three years for Financial Advisor
  • Five years for Senior Financial Advisor
• Experience specifically in advice planning, book of business management, and relationship management.
• Demonstrated experience managing a book of business with a track record of client satisfaction and loyalty.
• Experience applying trust and estate planning knowledge to help preserve clients’ wealth.
• In-depth knowledge of financial planning, investment strategies, and industry regulations.
• A positive and resilient change agent who fosters collaboration as both a peer and business partner.

Special Factors

• Remote role: must be performed within Texas.
• Employees are expected to maintain their primary work location within the Austin metropolitan area.
• Preference for residing within a 50-mile radius of Austin, unless otherwise approved.
• Attendance at periodic in-person meetings, team events, training sessions, or other business-related travel may be required.
• Visa sponsorship: not offered for this position.

Compensation & Benefits

• Competitive salary.
• Performance bonus opportunities.
• Partnership Plan: an annual cash award tied to collective performance and client outcomes.
• Merit-based salary increases.
• Comprehensive benefits package designed to support financial, health, and overall well-being.

Location

Remote, with required location in Texas.

• Primary work location must be within the Austin metropolitan area.
• Preference for residing within 50 miles of Austin (unless otherwise approved).