Financial Advisor
Austin, TX | Full-time
Our partner offers operational flexibility and an attractive revenue split for financial advisors based on client fees, empowering them to build their business as they see fit, with ongoing support and leads from the management and investment team.
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
Compensation
- Compensation is based on a combination of base salary and revenue sharing from client fees. There is unlimited upside on fees collected.
Qualifications
- Bachelor’s degree in Finance, Business, or a related field
- 3 to 4+ years’ of industry experience
- Strong understanding of the investment business
- Experience building a book of business or supporting a book of business
- Excellent interpersonal skills
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Job Type: Full-time
Pay: $60,000.00 – $135,000.00 per year
Compensation package:
- Bonus opportunities
- Commission pay
- Profit sharing
Weekly schedule:
- Monday to Friday
Work setting:
- Remote work
Application Question(s):
- Do you have a Series 65 or equivalent?
Work Location: Remote in USA