More jobs:
Financial Advisor
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-01-27
Listing for:
The Well
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
🚀 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.
Why this role?- 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.
Seniority levelAssociate
Employment typeFull-time
Job functionFinance
IndustriesCapital Markets, Investment Management, and Financial Services
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×