Top 144 Financial advisor Jobs in Pflugerville, Tx

Advice Consultant - Workplace Branch
Charles Schwab —Austin, TX
- $74,300 - $125,400 a year
- Mid-level
- Office
- Presentation skills
- Paid parental leave
- Employee stock purchase plan
3d
Wealth Management Trainee (TX)
Bankers Life —Austin, TX
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
Northwestern Mutual —Georgetown, TX
- $48,000 - $350,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Customer service
- Paid training
- Health savings account
Quick Apply
Wealth Management Associate
Equitable Advisors —Austin, TX
- From $67,000 a year
- Full-time
- Bachelor's degree
- In-person
- Entry level
- Profit sharing
- Health savings account
Quick Apply
Financial Advisor - AI Trainer
DataAnnotation —Austin, TX
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Financial Advisor - Austin, TX
Wealth Solutions —Austin, TX
- Full-time
- Office
- Finance
- Financial services
- Opportunities for advancement
Quick Apply
5d
Managing Partner
Modern Woodmen of America —Austin, TX
- From $75,000 a year
- Full-time
- Background check
- Mid-level
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
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
Financial Professional
Equitable Advisors —Austin, TX
- $63,572.29 - $76,560.17 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
Senior Regional Manager, Schwab Wealth Advisory
Charles Schwab —Austin, TX
- $203,000 - $270,000 a year
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
2d
Fiduciary Advisor - Austin Metro - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Austin, TX
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
3d
FinPath Financial Coach
HUB International —Austin, TX
- $65,000 - $68,000 a year
- Full-time
- Remote
- Spanish
- English
- Mid-level
- Health insurance
- Dental insurance
1d
Senior Wealth Advisor
Mariner Wealth Advisors —Austin, TX
- $150,000 - $350,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Team management
- Mentoring
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Leander, TX
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
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
Entry Level – Financial Advisor
Equitable Advisors —Austin, TX
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Software Engineering Portfolio Advisor
Akima, LLC —Austin, TX
- AWS
- Mentoring
- In-person
2d
Relationship Development Officer - Trust and Wealth
Frost Bank —Austin, TX
- Full-time
- CPA
- Marketing
- Finance
- Paid holidays
- Disability insurance
12d
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
Financial Advisor Trainee-Austin, TX
Raymond James Financial, Inc. —Austin, TX
- Full-time
- Writing skills
- Office
- 3 years

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Advice Consultant - Workplace Branch

Charles Schwab -
Austin, TX

Apply Now

Job Details

$74,300 - $125,400 a year
3 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Series 7

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Schwab’s Workplace Branch organization is at the heart of our firm’s commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you’ll introduce plan participants to the breadth of Schwab’s Retail and Workplace offerings through a planning-led approach.

As a Workplace Advice Consultant at Schwab, you will provide holistic financial planning, education and guidance to participants of Stock Plan Services (“SPS”) and Schwab Retirement Plan Services (“RPS”) corporate relationship(s) on a team-basis. Acting as the “face of Schwab” for corporate clients, you and your team will support participants as it relates to vectoring the needs of participants across a wide spectrum of wealth management needs, including being able to answer in-the-moment questions and providing point-in-time guidance. While providing high-touch service through relationship building, you will be supported by a team of dedicated professionals who can help in servicing in-depth, complex financial needs your clients may encounter.

If you are a self-starter with your securities license, are comfortable with a fast-paced and changing environment and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

A valid and active Series 7 license is required
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)

Preferred Qualifications:

Bachelor’s degree or equivalent work experience preferred.
Strong communication and interpersonal skills with the ability to learn and explain complicated subjects with a variety of clients.
Experience, comfort, and confidence presenting 1:1 or virtually.
A basic understanding of wealth management issues such as: investment planning, insurance planning, retirement planning, equity compensation, deferred compensation, education and family wealth planning, and estate planning.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
A solid understanding of corporate sponsor and consultant relationships.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

financial advisor jobs in pflugerville, tx

Advice Consultant - Workplace Branch

Wealth Management Trainee (TX)

Financial Advisor

Wealth Management Associate

Financial Advisor - AI Trainer

Financial Advisor - Austin, TX

Managing Partner

Financial Representative

Financial Professional

Senior Regional Manager, Schwab Wealth Advisory

Fiduciary Advisor - Austin Metro - 100K Base + Uncapped Performance-Based Upside

FinPath Financial Coach

Senior Wealth Advisor

Premier Client Banker - PNC Wealth Management

Financial Services Representative

Entry Level – Financial Advisor

Software Engineering Portfolio Advisor

Relationship Development Officer - Trust and Wealth

Licensed Financial Services Representative

Financial Advisor Trainee-Austin, TX

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