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Wealth Advisor — Practice AI Tools
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-03-12
Listing for:
Savvy Wealth
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services provider in Austin, Texas seeks an experienced Financial Advisor to build a client-first business with maximum autonomy. You will leverage AI-driven resources to eliminate back-office burdens, develop client relationships, and implement comprehensive financial strategies. The ideal candidate has 10+ years of experience in investment advising, a Series 65 license, and ideally a CFA or CFP certification.
Expect competitive compensation and the flexibility to maintain your brand name. This is an opportunity to reshape wealth management with cutting-edge technology.
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