- As a financial advisor, you maintain a sense of autonomy and innovation to act in the best interests of your clients.
- Insiders describe the firm as having a boutique culture backed by a powerful infrastructure. A spirit of collaboration exists across the firm, and you'll have direct access to their senior leadership team, industry-leading research analysts, investment bankers and other professional peers.
- Advisors enjoy full access to a sophisticated, broadly diversified platform of financial services supported by in-house expertise and wirehouse-level technology systems.
- The firm's core philosophy revolves around providing growth and value for advisors and their clients.
- One of the most competitive compensation structures in the industry.
- Dedicated transition support to orchestrate a smooth transition for you and your clients.
- Experience and understanding of investments, wealth planning, complex financial solutions, and financial markets.
- Minimum 5 years of financial industry experience.
- Security Industry Essentials (SIE) Series 7, Series 63, and Series 65 or 66 licenses are required.
- Bachelor's degree in finance or related field. MBA preferred.
- Commitment to providing financial solutions that are in the best interest of your clients and that address their individual financial needs and objectives.
- Strong performance and track record of maintaining long-term client relationships.
- Demonstrated ability to expand your practice through new client acquisition and growth in assets under management.
- Excellent verbal and written communication skills are required.
- Proficient in required technology, including Microsoft Word, Excel, and Outlook.
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Financial Advisor
3 days ago
The Fitzpatrick Group Texas, United StatesDo you want to make a difference? Do you want to help us change the world? · The Fitzpatrick Group is on a mission to #disrupt the financial services industry. While our competitors value their profits over their advisors, our mission is to put the education of our advisors first ...
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Financial Advisor
3 days ago
Rethink Wealth Texas, United StatesJoin Our Journey: Elevate Your Career with Purpose at Rethink Wealth · Rethink Wealth embodies a vision far beyond the conventional financial planning firm. We're not just about managing assets; we're about empowering lives through insightful financial guidance. Here, your work i ...
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Experienced Financial Advisor
4 days ago
North Star Resource Group Texas, United StatesNorth Star Resource Group is looking to find a candidate for a financial advising position in Austin, TX. We are looking for an experienced financial advisor that would be partnering with a larger established practice and may include succession planning opportunities. · By joinin ...
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Entry Level Financial advisor
1 week ago
Equitable Advisors Texas, United StatesEquitable Advisors, The Opportunity for Women · The Financial Professional(FP) career is a relationship-driven role that provides the opportunity to help individuals and families make financial decisions towards living a fulfilled life. Equitable Advisors believe in teamwork, col ...
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Experienced Wealth Management Advisor
3 days ago
Equitable Texas, United StatesA culture of growth with a firm that supports · You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you — and help you discover what greater fulfillment you can find ...
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Associate Vice President
1 week ago
North Star Resource Group Texas, United StatesDescription: · North Star Resource Group is currently looking to expand its executive leadership team. Our roots trace back to 1908, when a small office with a handful of financial advisors opened in downtown St. Paul, MN. Over time, North Star has grown into an independent estab ...
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Financial Professional
6 days ago
The Fitzpatrick Group Texas, United StatesDo you want to make a difference? Do you want to help us change the world? · The Fitzpatrick Group is on a mission to #disrupt the financial services industry. While our competitors value their profits over their advisors, our mission is to put the education of our advisors first ...
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Licensing Care Associate
1 day ago
Optimized Insurance Planning Texas, United StatesAbout the Company: · Optimized Insurance Planning, OIP, is a national insurance planning firm operating in all 50 states, who's primary customer is the Financial Professional. Our core product expertise is annuities, life insurance, and long-term care insurance. The team is a gr ...
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Internal Wholesaler
2 weeks ago
Sage Advisory Texas, United StatesJob purpose: · Work in coordination with Regional Director (external wholesaler) to proactively market the Sage investment strategies to financial advisors in a designated territory. This independent, results-oriented, individual must have a strong working knowledge of financial ...
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Sage Intacct Implementation Consultant
1 day ago
Madken Advisors Texas, United StatesAbout Madken Advisors · Madken Advisors is a growing advisory services firm based in Fort Worth, TX that focuses on transforming our client's operations through technology upgrades and business process improvements. While we help clients across multiple industries, we specialize ...
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Client Services Associate
1 week ago
Ascendo Resources Texas, United StatesSeeking a Client service associate to join a large and growing Wealth Management firm. · Are you someone who goes the extra mile and wants a career path This is the team for you. · Your role will be a part of a team that supports our Independent Advisor network from an operationa ...
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Operations Supervisor
5 days ago
Ascendo Resources Texas, United StatesSeeking an Operations Supervisor for our Broker Dealer client who will be responsible for reviewing Advisory Operations functions. · Your role: · Must be the subject matter expert on all operational aspects of advisory platforms, · Have a strong understanding of regulatory respo ...
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Vice President Finance
1 day ago
IDEA Public Schools Texas, United StatesIDEA Public Schools is searching for a Vice President of Finance. The Finance Team supports the leadership at IDEA to meet and exceed our ambitious financial and student achievement goals. The VP of Finance will lead financial planning, budget management, finance systems, portfol ...
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SAP S/4HANA Solution Architect
2 days ago
InterEx Group Texas, United StatesSAP S/4HANA Cross Functional Solution Architect with SAP Oil and Gas experience, emphasizing Quote to Cash, Supply Chain Management, and Manufacturing required. Offering excellent rates, a long term contract, and the chance to join a collaborative team · Key Responsibilities: · D ...
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Registered Client Associate
4 days ago
Ascendo Resources Texas, United StatesResponsibilities: · Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity. · Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as neede ...
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Associate Advisor
1 week ago
MMG Real Estate Advisors Texas, United StatesMMG is a dynamic real estate advisory firm that is rewriting the rulebook for the multifamily real estate industry. While the traditional brokerage model is siloed and restrictive, MMG is driven by the Power of One—one truly collaborative team, working in one united national mark ...
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Senior Wealth Management Advisor
6 days ago
JCW Texas, United StatesJCW is recruiting for a Senior Wealth Advisor for a rapidly growing bank in the Greater Houston area. The ideal candidate will have strong experience selling bank products to High Net Worth clients. · Responsibilities: · Provide Premier Clients with banking products, such as fina ...
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Financial Services Project Manager
1 day ago
Ursus, Inc. Texas, United StatesJOB TITLE: Financial Services Project Mgr. · LOCATION: San Antonio, TX - HYBRID · DURATION: 1 year · RATE RANGE: $44-$54/hr · TOP SKILLS: · Experience with ERP (Enterprise Resource Planning) solutions such as SAP, PeopleSoft, or Hyperion · Experience with the electric or gas util ...
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Financial Professional
6 days ago
New York Life Insurance Company Texas, United StatesAre you a leader who has the following traits? · • Competitive · • Entrepreneurial · • Coachable · • Communicative · • Self-disciplined · • Authentic · If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Lif ...
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Associate, Private Wealth Client Services
3 days ago
Cresset Texas, United StatesAbout Cresset · Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of fam ...
Financial Advisor - Texas, United States - Augustine Talent Group
5 days ago
Description
Financial Advisor - Houston, Dallas, Austin, and San Antonio
As a full-service wealth and investment services firm, our Client offers a dynamic, entrepreneurial culture where experienced financial advisors can enhance established practices by leveraging an open product architecture, diverse in-house resources and expertise, and an exceptional level of firm support. The firm is a wholly-owned subsidiary of a publicly traded, diversified financial services company with 2,000 employees across 200 locations globally. Through collaboration with affiliated entities, their advisors gain access to unique investment offerings and unparalleled financial capabilities and expertise. Opportunities to join their team as a financial advisor are available across their growing national footprint.
How Their Advisors Are Supported
Skills and Requirements
Financial advisor candidates must possess a track record of success in designing and implementing financial solutions and developing long-standing relationships with their clients. You must have a deep knowledge of the financial markets, complex financial concepts, investment products and financial services and understand how to implement these in a cohesive approach to help your clients achieve their long-term financial goals. You should be adept at collaborating with other professionals to expand the level of service and solutions you offer to existing and new clients.
