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:
We are looking for people who have Forward Vision and:
Minimum Qualifications: