Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! We are only accepting applicants located in or near Austin, TX, US. All other applicants will not be considered. Responsibilities: • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Create customized financial plans suitable for each client based on potential life changes and changing financial needs • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations Qualifications: • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • Background in sales, business development, leadership, or other performance-driven roles; professional experience preferred • Strong communication, presentation, and relationship-building skills with the ability to influence and earn trust • Self-motivated and competitive with a business mindset, capable of managing time, priorities, and client relationships independently • Demonstrated desire to grow professionally, take on increased responsibility, and pursue leadership and advancement opportunities Compensation: $124,000 at plan commission

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