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The Judson Group
Austin, TX, United States
Reference Number: MHH7443 Location: Austin, Texas Judson Group has partnered with a growing RIA in Austin in the search for a Financial Advisor/Financial Planner . This individual will be supporting the firm’s Senior Advisors with financial advising/planning responsibilities while taking on lead client responsibilities as appropriate. The ideal ca
Job Source: The Judson GroupLongwood University
Austin, TX, United States
You are viewing a preview of this job. Log in or register to view more details about this job. North Star Resource Group is looking to find a candidate for a financial advising position in Austin, TX. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a p
Job Source: Longwood UniversityLongwood University
Austin, TX, United States
You are viewing a preview of this job. Log in or register to view more details about this job. North Star Resource Group is looking to find a candidate for a financial advising position in Austin, TX. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a p
Job Source: Longwood UniversityRapid7
Austin, TX, United States
Senior Customer Advisor Rapid7's Managed Detection and Response (MDR) service delivers world class, 24/7/365 threat detection and incident response services for our customers. By employing multiple threat detection methodologies including behavior analysis, threat intelligence, and threat hunts, the MDR team identifies both known and unknown threat
Job Source: Rapid7The HT Group
Austin, TX, United States
Location Austin, United States Sector Retail Salary 115,000.00 US to 120,000.00 US per annum The HT Group has partnerd up with a client located in South Austin to identify a Sr. Financial Analyst on a direct hire basis. If you or anyone you know is qualified and interested, please apply today! Overview Title: Senior Financial Analyst Status:
Job Source: The HT GroupSanmina
Austin, TX, United States
Job Description Sanmina Corporation (Nasdaq: SANM) is a leading integrated manufacturing solutions provider serving the fastest-agrowing segments of the global Electronics Manufacturing Services (EMS) market. Recognized as a technology leader, Sanmina Corporation provides end-to-end manufacturing solutions, delivering superior quality and support
Job Source: SanminaHanger, Inc.
Austin, TX, United States
Why Us?: With a mantra of Empowering Human Potential, Hanger, Inc. is the world's premier provider of orthotic and prosthetic (O&P) services and products, offering the most advanced O&P solutions, clinically differentiated programs and unsurpassed customer service. Hanger's Patient Care segment is the largest owner and operator of O&P patient care
Job Source: Hanger, Inc.Vinson & Elkins
Austin, TX, United States
Position Overview The Senior Financial Analyst is responsible for collaborating with various departments to create accurate budgets, forecasts, tracking actual performance, and providing insights to support strategic decision-making. Primary Duties and Responsibilities Develop & maintains financial models for forecasting, planning and decision
Job Source: Vinson & ElkinsAustin, TX, United States
Job Description
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
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Senior Financial Advisor jobs in Austin, TX, United States
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