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Financial Advisor

Remote Client Services Specialist - Wealth Management & RIA

Remote / Online - Candidates ideally in
Austin, Travis County, Texas, 78716, USA
Listing for: Socha Capital
Full Time, Remote/Work from Home position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading fiduciary advisory firm based in Austin is hiring a full-time, remote Client Services Coordinator. In this role, you will support financial advisors, maintain client relationships, and enhance operational workflows. The position requires 5+ years of client service experience and knowledge of financial planning. The firm offers competitive pay with performance bonuses and extensive mentorship from experienced leaders in the industry, promoting rapid career growth and a balanced work-life culture.
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