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Managing Associate​/Financial Advisor

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Capitol Wealth Strategies
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    CFO, Financial Consultant
Job Description & How to Apply Below
Position: Managing Associate / Financial Advisor
Overview

Capitol Wealth Strategies – Austin, TX; a locally rooted, advisor-focused firm and a member of the Guardian Network, is looking for an experienced Financial Advisor ready to take the next step into leadership. As a Managing Associate
, you’ll continue growing your own successful practice while mentoring and developing a team of Financial Representatives. This hybrid role combines the autonomy of building your personal book with the opportunity to coach and shape the next generation of advisors. At CWS, you’ll have the tools, culture, and leadership support to make an impact, both in your own practice and across our growing team.

What

You’ll Do
  • Grow your practice as a Financial Advisor while guiding others in building theirs
  • Coach and mentor Financial Representatives through one-on-one development and joint work
  • Lead training sessions on prospecting, financial strategies, product solutions, and systems
  • Help recruit new advisors aligned with our firm’s culture and target markets
  • Collaborate with leadership to shape strategy, identify market opportunities, and improve team performance
What We’re Looking For
  • Proven experience as a Financial Advisor (3+ years) with strong sales and client service skills
  • A desire to lead, mentor, and grow others while continuing to grow personally
  • Strong communication and interpersonal skills with the ability to motivate others
  • Ability to tailor coaching to each individual’s strengths, challenges, and learning style
  • Self-starter with strong organizational habits and a bias toward action
  • Familiarity with core products (life, disability, investments) and planning tools
Preferred Credentials
  • Life & Health License (required)
  • FINRA SIE, 7, and 66 or willingness to obtain
  • College degree or equivalent experience
Why CWS

At Capitol Wealth Strategies, you’re not just a number—you’re part of a close-knit team that values independence, excellence, and community. We offer a culture of growth and transparency with the flexibility to design your path forward.

  • A proven training system and mentorship culture
  • Access to top-tier resources through Guardian
  • Collaborative, locally managed leadership
  • A focus on both personal and professional development
  • Health, dental, and vision insurance
  • 401(k) with company match
  • Group Life and disability insurance
  • Renewals
  • Opportunities for advancement and leadership development

Ready to Lead While You Grow?

If you’re looking to build something bigger than yourself and help others do the same, we’d love to meet you.

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance and Sales

Apply BELOW

Position Requirements
10+ Years work experience
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