Position Overview
We are looking for motivated, relationship-driven professionals who want to build a meaningful career helping individuals, families, and business owners plan for their financial future. As a Financial Advisor, you will have the opportunity to develop a client-centered practice, provide trusted guidance, and grow within a supportive environment focused on training, mentorship, accountability, and long-term success.
About the Opportunity
This role is ideal for someone who wants more than a traditional job. It is an opportunity to build a career with purpose, independence, and impact. Financial Advisors work closely with clients to understand their goals, identify needs, and recommend strategies designed to help protect what matters most, build financial confidence, and support long-term planning.
What You’ll Do
In this role, you will build and manage client relationships while developing your own professional practice. Your work will combine business development, client discovery, financial education, and ongoing relationship management.
Key Responsibilities
- Develop and maintain relationships with individuals, families, business owners, and professionals.
- Conduct client discovery conversations to understand goals, priorities, concerns, and financial needs.
- Gather relevant financial information and help identify appropriate planning strategies.
- Educate clients on solutions related to protection, planning, insurance, investments, retirement, and long-term financial security.
- Build a referral-based practice through networking, community involvement, and professional relationships.
- Participate in training, coaching, and ongoing professional development.
What We Offer
- A structured career path designed to support professional growth and business development.
- Training, mentorship, and collaboration with experienced professionals.
- The ability to build a practice with independence, flexibility, and personal ownership.
- A team-oriented culture built on transparency, accountability, and shared success.
- Opportunities to make a meaningful difference in the lives of clients and communities.
- Ongoing professional development to help strengthen your knowledge, confidence, and client impact.
Who Thrives in This Role
- Entrepreneurial, self-motivated professionals who want to build something meaningful.
- Strong communicators who enjoy developing relationships and earning trust.
- Individuals who are coachable, disciplined, and willing to follow a proven process.
- People who are comfortable networking, asking thoughtful questions, and creating new opportunities.
- Professionals who care deeply about helping clients make informed financial decisions.
- Goal-oriented individuals who value independence, accountability, and long-term career growth.
If you are ready to build a career with purpose, independence, and meaningful client impact, we invite you to contact us and explore whether this opportunity is the right fit for your future.
Pay: $62,574.48 - $75,358.52 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Education:
Experience:
- Sales: 3 years (Required)
License/Certification:
- Life & Health Insurance License (Preferred)
- Series 7 (Preferred)
- Series 66 (Preferred)
Location:
- Austin, TX 78746 (Required)
Work Location: Hybrid remote in Austin, TX 78746
