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Hybrid Financial Planner - Client-Focused Path
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-07-24
Listing for:
Austinwealthmgmt
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Austinwealthmgmt is seeking a Financial Planner to join our collaborative team in a hybrid role. You will support the planning process for new clients, working with lead advisors to prepare comprehensive financial plans and ensure a seamless client experience.
The ideal candidate has 3+ years in financial planning, is pursuing CFP certification, and is proficient with planning software and CRMs. This role emphasizes precision, proactive planning, and client service excellence.
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