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Experienced Financial Advisor

capital strategiesAustin, TX

today

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
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About the role

Description:
  • Experienced Financial Advisor- Fee-Based Planning Platform | Advanced Planning Support
  • Build a Better Advisory Practice
  • Are you an established financial advisor looking for a stronger planning platform, deeper client solutions, and a team committed to helping you grow?
At Capital Strategies, we help experienced advisors deliver comprehensive financial planning through a fee-based approach supported by advanced planning resources, investment expertise, and dedicated case design professionals. Rather than navigating complex client situations alone, you'll have access to a collaborative team that helps you provide sophisticated solutions for high-net-worth families, business owners, and retirees. Our advisors focus on what matters most: building meaningful client relationships and delivering exceptional advice. Why Advisors Join Capital Strategies Fee-based planning is the foundation of our business Access to advanced planning specialists and case design support Comprehensive investment, retirement, insurance, and estate planning solutions Modern CRM, planning technology, and investment platforms Collaborative culture with leadership accessibility Professional development and mentoring from experienced industry leaders Structured growth opportunities for advisors seeking to expand their practices Transition support for experienced advisors evaluating a move
Responsibilities:
  • What You'll DoDevelop customized financial plans aligned with each client's goals and values
  • Help individuals, families, and business owners address investment, retirement, risk management, and legacy planning needs
  • Build and maintain long-term client relationships based on trust and service
  • Leverage advanced planning resources to deliver sophisticated solutions
  • Conduct in-depth financial reviews and identify opportunities for improvement
  • Collaborate with specialists and leadership to provide a best-in-class client experience
  • Stay current on industry trends, market developments, and regulatory requirements
Qualifications:
  • Preferred 3+ years of financial advisory or wealth management experience
  • Series 7 and Series 66 (or equivalent licenses)
  • Life and health insurance licenses or willingness to obtain
  • Strong financial planning and client relationship skills
  • Experience developing and retaining client assets
  • Excellent communication and presentation abilities Highly ValuedCFP, ChFC, CFA, CPA, or advanced planning credentials
  • Experience serving affluent clients and business ownersCRM and financial planning software proficiency
  • Business development and referral-generation experience

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JOB OVERVIEW

Experience level

Senior

Location

Austin, TX

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

today

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