Top 46 Financial professional Jobs in Cedar Park Tx

Financial Advisor Transition Consultant
Vaco by Highspring —Austin, TX
- $100,000 - $125,000 a year
- Mid-level
- Travel
- 4 years
- Health insurance
- Dental insurance
Quick Apply
Financial Services Representative
Charles Schwab —Austin, TX
- $26.01 - $26.98 an hour
- Weekends as needed
- Hybrid work
- Bachelor's degree
- Financial services
- Communication skills
- Paid training
- Paid parental leave
Financial Advisor - Austin, TX
Wealth Solutions —Austin, TX
- Full-time
- Office
- Finance
- Financial services
- Opportunities for advancement
Quick Apply
20h
Financial Advisor - AI Trainer
DataAnnotation —Austin, TX
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
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Financial Representative
Modern Woodmen of America —Austin, TX
- $60,000 - $80,000 a year
- Full-time
- Background check
- Financial services
- Leadership
- Paid training
- Health insurance
Quick Apply
Licensed Financial Services Representative
Charles Schwab —Austin, TX
- $27.55 - $32.31 an hour
- Weekends as needed
- Hybrid work
- Office
- Bachelor's degree
- Financial services
- Paid parental leave
- Employee stock purchase plan
Entry Level – Financial Advisor
Equitable Advisors —Austin, TX
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Patient Financial Services Phone Representative
University of Texas at Austin —Austin, TX
- From $45,000 a year
- Urgently hiring
- Hybrid work
- HIPAA
- Mid-level
- Office
- Retirement plan
Financial Advisor Trainee-Austin, TX
Raymond James Financial, Inc. —Austin, TX
- Full-time
- Writing skills
- Office
- 3 years
Financial Advisor
New York Life - Austin, TX —Austin, TX
- $124,000 a year
- CPA
- Customer service
- Research
- Opportunities for advancement
Quick Apply
Financial Representative
Capital Strategies —Austin, TX
- $73,983.52 - $84,098.43 a year
- Full-time
- Hybrid work
- Sales
- Mid-level
- Business development
- Health savings account
- Health insurance
Quick Apply
Financial Services Professional - Hybrid Remote (TX)
Bankers Life —Austin, TX
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
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Financial Advisor | No Prospecting | $100K-$300K+ | Appointments Provided
United Placement Group —Round Rock, TX
- $100,000 - $350,000 a year
- Full-time
- Hybrid work
- Mid-level
- Travel
Quick Apply
12d
Financial Advisor
First Command Financial Services, Inc. —Austin, TX
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Aid Advisor
CHCP Healthcare and Educational Services LLC —Austin, TX
- Full-time
- Mid-level
- 2 years
- Paid holidays
- Health insurance
Quick Apply
Financial Services Representative (Entry-Level to Leadership)
The KMF Movement —Austin, TX
- $2,000 - $6,000 a month
- Part-time
- Hybrid work
- Background check
- No experience needed
- Financial services
- Health insurance
- Employee discount
Quick Apply
Financial Advisor
HilltopSecurities —Austin, TX
- Full-time
- Mid-level
- Finance
- Bachelor's degree
13d
Financial Aid Advisor
Avenue Five Institute —Austin, TX
- Online Application
- School experience
- Computer literacy
- High school diploma or GED
- Health insurance
- Dental insurance
Financial Solutions Advisor - Austin Area
Bank of America —Austin, TX
- Full-time
- Background check
- Spanish
- Writing skills
Financial Advisor - Austin, TX
North Star Resource group —Austin, TX
- $40,000 - $120,000 a year
- Full-time
- Background check
- Sales
- Office
Quick Apply

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Financial Advisor Transition Consultant

Vaco by Highspring -
Austin, TX

Quick Apply

Job Details

$100,000 - $125,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Wealth management
Financial software
Mid-level
Business consulting
Managing clients in a finance role
Bank experience
Relationship management
Managing projects
Application support
Training
4 years
Communication skills

Full Job Description

Austin, TX
Up to 80% Travel
$100,000-$125,000

Vaco has partnered with a leading financial services organization that is seeking a Financial Advisor Transition Consultant to join its team.

This is a highly visible, relationship-driven role that combines client consulting, project management, and travel. You'll work directly with independent financial advisors and their teams, helping them transition their businesses onto the firm's platform and ensuring they have the tools, support, and resources needed to be successful.

In This Role, You Will:

Serve as a primary point of contact for financial advisors and their teams throughout the transition process
Guide new advisor offices through onboarding, technology implementation, and platform adoption
Travel to advisor locations nationwide to support launches, training, and ongoing relationship management
Partner with internal teams to address questions, resolve issues, and ensure a seamless advisor experience
Build strong relationships with advisor teams and identify opportunities to enhance engagement and long-term retention
Manage multiple onboarding projects simultaneously while maintaining clear communication and follow-through
Support advisor meetings, events, and initiatives that strengthen platform adoption and advisor satisfaction

What Makes You a Great Fit:

4+ years of experience in wealth management, financial services, banking, or another advisor-facing environment
Experience onboarding, supporting, or managing relationships with financial advisors and their teams
Strong project management, communication, and organizational skills with the ability to manage multiple priorities
Comfortable working with entrepreneurial, high-performing advisors and navigating complex situations professionally
Familiarity with financial technology platforms and an aptitude for learning new systems and tools
Ability and willingness to travel extensively throughout the year

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada: Based on Highspring’s discussions with its Client, Highspring’s understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
Virginia residents may access our state specific policies here.
Residents of all other states may access our policies here.
Canadian residents may access our policies in English here and in French here.
Residents of countries governed by GDPR may access our policies here.

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring’s use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client’s use of AI products in hiring.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

Quick Apply

Refine Your Search

financial professional jobs in cedar park tx

Financial Advisor Transition Consultant

Financial Services Representative

Financial Advisor - Austin, TX

Financial Advisor - AI Trainer

Financial Representative

Licensed Financial Services Representative

Entry Level – Financial Advisor

Patient Financial Services Phone Representative

Financial Advisor Trainee-Austin, TX

Financial Advisor

Financial Representative

Financial Services Professional - Hybrid Remote (TX)

Financial Advisor | No Prospecting | $100K-$300K+ | Appointments Provided

Financial Advisor

Financial Aid Advisor

Financial Services Representative (Entry-Level to Leadership)

Financial Advisor

Financial Aid Advisor

Financial Solutions Advisor - Austin Area

Financial Advisor - Austin, TX

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