Experienced Financial Advisor

Job overview

The Experienced Financial Advisor role is onsite in Austin, TX, with compensation of $300,000 per year as stated in the listing; the description characterizes compensation as $150,000–$300,000+ at plan. Capital Strategies provides a fee-based planning platform with advanced planning resources and case-design support. The advisor develops customized financial plans and helps clients address investment, retirement, risk-management, and legacy-planning needs. The role builds long-term client relationships, conducts financial reviews, collaborates with specialists, and stays current on market developments and regulatory requirements.

What you'll do

• Develop customized financial plans aligned with client goals and values
• help individuals, families, and business owners address investment, retirement, risk-management, and legacy-planning needs
• build and maintain client relationships
• use advanced planning resources
• conduct financial reviews
• collaborate with specialists and leadership
• stay current on industry trends, markets, and regulatory requirements.

What we're looking for

Skills & competencies

financial advisor

austin tx

capital strategies

fee-based planning

wealth management

financial planning

investment planning

retirement planning

estate planning

client relationships

advanced planning

series 7

series 66

$300,000+ at plan

Work arrangement

• Weekend coverage required

Benefits & perks

• Advanced planning and case-design support
• modern CRM, planning technology, and investment platforms
• professional development and mentoring
• structured growth opportunities
• transition support.

Why this role

Fee-based planning platform; advanced planning specialists and case-design support; transition support for experienced advisors evaluating a move.

About the employer

Capital Strategies is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.