Jobs
>
Austin

    Advisor - Wealth Management - Austin, United States - FORVIS

    FORVIS
    FORVIS Austin, United States

    1 week ago

    Default job background
    Description
    & Requirements

    We are seeking an Associate Financial Advisor in our Austin, TX or San Antonio, TX offices to assist a Lead Financial Advisor in servicing a substantial client base. This is a unique opportunity to be part of a successful advisory practice with excellent potential to expand the practice. The Associate Financial Advisor will help the Lead Financial Advisor with creating financial plans and managing client investments. The Associate Financial Advisor will also analyze client portfolios, assist with client recordkeeping, and engage in research and other tasks as requested by the Lead Financial Advisor. An ideal candidate is a person who is, or desires to be, a Certified Financial Planner and who has excellent technical, organizational, and people skills. The candidate should also have an entrepreneurial spirit and a desire to increase the existing client base.

    How you will contribute:
    • Maintaining knowledge of investment management, tax, estate planning, insurance, and other financial needs of clients
    • Meeting with prospective clients, gathering financial information, participating in the creation of financial plans, and monitoring outcomes
    • Assisting with the development of new business and building internal and external referral sources
    • Establishing trust and building strong relationships by understanding both the financial and emotional needs of clients
    • Maintaining an understanding of regulatory obligations applicable to registered investment advisors
    We are looking for people who have Forward Vision and:
    • Ability to manage tasks and schedule a calendar effectively
    • Strong analytical and interpersonal skills and a desire to work with people
    • Strong organizational skills
    • Ability to be persuasive and articulate in oral and written communication, small meetings, and large presentations
    • Familiarity with and ability to implement sound business practices
    • Highly professional demeanor and the ability to work closely with CPA referral sources
    Minimum Qualifications:
    • Series 65 license, or desire to become licensed
    • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
    • 3 years or more of financial advisory experience
    • CFP or similar designation or desire to obtain CFP or other designation
    • Experience in Junxure, iRebal, MoneyGuide Pro, or other financial services software is a plus
    • Ability to learn and use tools such as Client Relationship Management, Portfolio Rebalancing, and Financial Planning Software
    • Having a strong local network is preferred
    #LI-AUS, #LI-SANT

    #LI-AF1
  • Morgan Stanley

    Wealth Management Analyst

    2 weeks ago

    Morgan Stanley Austin, United States

    POSITION SUMMARY: · The Wealth Management Analyst's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized financial plans, designing tailored reporting for new and existing clients and creating and executing marketing strateg ...

  • Morgan Stanley

    Wealth Management Analyst

    1 week ago

    Morgan Stanley Austin, United States Full time

    POSITION SUMMARY: · The Wealth Management Analyst's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized financial plans, designing tailored reporting for new and existing clients and creating and executing marketing strate ...

  • TalentWealth

    Wealth Management Associate

    1 week ago

    TalentWealth Austin, United States

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Austin, TX is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Registered Wealth Management ...

  • Equitable Services

    Wealth Management Assoicate

    1 week ago

    Equitable Services Austin, United States

    Wealth Management Assoicate - TX, Austin PIN_15308 ) · Primary Location : UNITED STATES-TX-Austin · Organization : Equitable Advisors · Description · Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission ...

  • Equitable Advisors

    Wealth Management Associate

    1 day ago

    Equitable Advisors Austin, United States

    Who are we looking for? · We are looking for personable, sharp, and competitive candidates seeking an entrepreneurial role in the financial services industry. Specifically, our team is searching for individuals with the kind of strong interpersonal skills needed to build lasting ...

  • Mission Wealth Management LP

    Client Service Representative

    1 week ago

    Mission Wealth Management LP Austin, United States

    As a Barron's Top 100 RIA firm and voted _Best Places to Work_ by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a dynamic **Client Services Representative** to join our high-performing Operations department. This is an ...

  • Bank of America

    Private Client Advisor Ii

    1 week ago

    Bank of America Austin, United States

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...

  • Realized Holdings Inc

    Private Client Associate

    1 week ago

    Realized Holdings Inc Austin, United States

    The Private Client Associate acts as a client advocate and brand ambassador to ensure the client experience is well supported and in line with firm and client expectations. At the beginning of the sales process, this role will work directly with clients to facilitate the closing ...

  • Mainshares

    Head of Investor Relations

    4 days ago

    Mainshares Austin, United States

    We're currently in the midst of the largest wealth transfer in history — an estimated $11T of baby-boomer owned businesses is set to change hands this decade. · Mainshares is building the capital markets platform to finance this wealth transfer. We help hungry SMB operators meet ...

  • BOK Financial

    Private Wealth Advisor

    5 days ago

    BOK Financial Austin, United States

    Req ID: 70281 · Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Grapevine -GRPV, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND · Areas of Interest: Finance; Financial Advisor · Pay Transparency Salary Range: Not Available · Application Deadline: 02/29/2024 · BOK Finan ...

  • Industry FT

    Business Development Financial Services

    22 hours ago

    Industry FT Austin, United States

    Position: Business Development Manager / Investor Relations · We are a fast growing real estate company based in Austin, TX looking to add a key team member to our Business Development / Investor Relations team. · This is a new role for our company and we expect the right person ...

  • BOK Financial

    Private Wealth Advisor

    1 week ago

    BOK Financial Austin, United States

    Req ID: 70281 · Location: Austin -AUS, Dallas -DAL, Grapevine -GRPV, Houston -HOUS, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND · Areas of Interest: Finance; Financial Advisor · Pay Transparency Salary Range: Not Available · Application Deadline: 02/29/2024 · BOK Finan ...

  • Industry FT

    Investor Relations

    1 week ago

    Industry FT Austin, United States

    Position: Business Development Manager / Investor Relations · We are a fast-growing real estate company based in Austin, TX looking to add a key team member to our Investor Relations team to help us grow our investor base. · This is a new role for our company and we expect the ri ...

  • FIS Global

    Wealth & Retirement Renewals N. America (Virtual)

    1 week ago

    FIS Global Austin, United States

    **Position Type**: · Full time · **Type Of Hire**: · Experienced (relevant combo of work and education) · **Education Desired**: · Bachelor's Degree · We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver th ...

  • Platform Accounting Group

    Administrative Assistant

    2 days ago

    Platform Accounting Group Austin, United States

    Our Administrative Assistants are a key part of our front office team helping clients and providing support services for our accounting staff in a variety of functions. You will provide a variety of clerical and administrative services to our team. Your can-do attitude and organi ...

  • The Onin Group

    Business Manager

    3 days ago

    The Onin Group Austin, United States

    **Position Highlights**: · - Industry-leading training programs that give you the keys to success A mix of hands-on training and an online training model. · - An opportunity to be an autonomous leader that equips your team and your community with opportunities to enhance their ca ...

  • Bank of America

    Relationship Manager

    1 day ago

    Bank of America Austin, United States

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...

  • Emerge Living Llc

    Property Manager

    4 days ago

    Emerge Living Llc Austin, United States

    **About Emerge**: · Emerge is a trusted multi-family Property Management firm that operates A, B, C and new development apartment communities in Texas and Florida. We're a dedicated firm that strives to deliver exceptional value to our partners, properties, and our residents. · * ...

  • Emerge Living Llc

    Assistant Property Manager

    4 days ago

    Emerge Living Llc Austin, United States

    **About Emerge**: · Emerge is a trusted multi-family Property Management firm that operates A, B, C and new development apartment communities in Texas and Florida. We're a dedicated firm that strives to deliver exceptional value to our partners, properties, and our residents. · * ...

  • Durbin Bennett

    Operations Specialist

    3 days ago

    Durbin Bennett Austin, United States

    **Job Title**:Operations Specialist** · **Reports To**: Client Operations Manager · - Provide account administration services to clients and their related professionals. · - Provide valuable operations advice and support to Senior Advisors. · - Create trust and deepen client rela ...