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State Licensed Financial Advisor
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Key Responsibilities Transition an existing book of business to a higher-payout platform Maintain full ownership and control of client relationships Deliver comprehensive wealth management advice aligned to clients' needs
Required Qualifications Experience as a Financial or Wealth Advisor with a transferable book of business Strong client retention and relationship management track record
Experience with custodian platforms such as LPL and/or Schwab Motivated by better economics, autonomy, and long-term growth opportunities Located in OR, NY, NJ, FL, or CA preferred
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