Financial Advisor - Austin
3 days ago

Job description
Company DescriptionRethink Wealth is revolutionizing the financial planning industry by prioritizing innovation, empowering advisors, and focusing on the unique aspirations and goals of our clients.
We challenge traditional financial practices and champion creative, practical, and personalized strategies to foster trust and deliver exceptional service. Our dynamic culture nurtures both personal and professional growth through continuous education, mentorship programs, and access to cutting-edge resources.At Rethink Wealth, we are committed to transforming the financial planning experience for both advisors and clients, creating a supportive community that inspires success.
Role DescriptionWe are seeking a Financial Advisor for a full-time hybrid role based in the Austin, Texas Metropolitan Area, with opportunities for some remote work.
The Financial Advisor will be responsible for providing personalized financial planning services, creating customized investment and retirement strategies, and guiding clients toward achieving their financial goals.
Day-to-day tasks include meeting with clients, assessing their financial needs, conducting financial analysis, recommending appropriate solutions, and staying informed about financial trends and products.
Additionally, the role involves building lasting relationships with clients based on trust and integrity.Qualifications
Expertise in Financial Planning, Finance, and Financial Advisory practices
Proficiency in Retirement Planning and Investments strategies
Strong interpersonal and communication skills to build client relationships
Proven ability to analyze and tailor financial strategies to meet diverse client needs
Detail-oriented, organized, and capable of managing multiple tasks effectively
Relevant certifications such as CFP (Certified Financial Planner) or equivalent are highly preferred
A bachelor's degree in Finance, Economics, Business, or related field is required
Proficiency in financial analysis tools and software is an advantage
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