Financial Advisor

🚀 Strategic Talent Matchmaker for the Financial Elite | Powering Growth and Scaling Wealth Firms with Top Advisors, CPAs & Support Talent | Building…

Compensation: $130,000–$160,000 base + quarterly bonuses

We’re hiring a Senior Financial Advisor on behalf of our client—a growing, independent fee-only RIA in Austin serving pre-retirees and retirees nationwide.

• Step into an existing book due to advisor relocation
• $2B+ AUM firm with strong systems, support, and leadership
• Warm leads through existing clients + Schwab referral network
• Collaborative, non-competitive culture where advisors support each other
• Long-term investment philosophy (Buffett-style, individual securities)

• Manage and deepen relationships with pre-retiree/retiree households
• Lead planning meetings, retirement income strategy, and investment guidance
• Partner with BD and planning teams for new client onboarding
• Deliver a high-quality client experience with strong follow-through

• 3–5+ years in wealth management or RIA advising
• Strong planning background, especially in retirement and income
• Warm communicator, great listener, and strong team player
• $130K–$160K base + quarterly incentives
• Health insurance, 401(k) match, disability, life
• 30-day sabbatical every 5 years

If this sounds exciting, message us your resume to start the conversation.

Associate

Full-time

Finance

Capital Markets, Investment Management, and Financial Services