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Financial Consultant Accounting & Finance Financial Services Financial Analyst

Hybrid Client Services & Paraplanning Specialist

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Grace Lane Financial Partners
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Consultant, Accounting & Finance, Financial Services, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial planning firm in Austin, Texas is seeking a Client Service Associate to empower clients by providing tailored financial strategies. This role includes managing client interactions, onboarding, and supporting the firm's operations. The ideal candidate is required to have 2–5 years of operational experience, strong communication skills, and a willingness to pursue further education in finance. The company offers a hybrid work model along with benefits such as paid time off and financial assistance for certifications.
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