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Client-Focused Financial Advisor: Retirement & Investments
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-08-16
Listing for:
WizeHire, Inc
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Capital Strategies in Austin, TX is seeking an experienced financial advisor to join our team. You will manage client portfolios, offer tailored financial advice, and develop customized plans aligned with client goals.
You will monitor markets, research products, and stay current with industry developments while delivering excellent service to clients. A Bachelor’s degree and at least 3 years in financial services are required; CFP is a plus.
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