Senior Financial Planning Leader — HNW Strategy, Hybrid
Mohr Talent
Mohr Talent in the Austin Area is seeking a Senior Financial Planning Leader to support advisors and clients with complex financial planning strategies. The ideal candidate will leverage their CFP and 7+ years of experience in financial planning to drive improvements across the planning function. This hybrid role offers autonomy, leadership visibility, and the opportunity to reshape planning delivery. A base salary of $130K–$165K, along with bonuses and benefits, makes this an attractive opportunity. #J-18808-Ljbffr Mohr Talent
$114k - $165.3k
...on the idea that transforming financial lives starts by giving our... ...servicing onboarding, financial planning, and investor education needs... ...explain the ‘Personal Strategy’ investment strategy, recommend... ...client retention. Remote and Hybrid Position For remote and hybrid...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeRemote workFlexible hours$130k - $160k
...Digital Realty is seeking a Sr. Manager for Financial Planning & Analysis in Austin, Texas. This role... ...supporting strategic decision-making with senior leadership and developing financial models that guide investment strategies and operational efficiency. The ideal candidate...Senior$200k
...global insurance broker is seeking a Senior Wealth Advisor in Austin, TX. This hybrid role focuses on generating leads... ...developing comprehensive wealth plans for high net worth clients. Ideal... ...candidates will have over 7 years in financial services and a Bachelor’s degree....SeniorHigh net worth- ...Opportunity RIA Operator/Senior Wealth Advisor... ...On-site Austin, TX (hybrid may be considered) Who... ...Are Skyline Wealth Strategies (SWS), a growing family... ...on tax-efficient legacy planning, retirement distribution... ...Experience managing HNW advisory relationships...SeniorHigh net worthWork at office
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$170k - $200k
...Communications, Inc. is seeking a VP of Finance to lead and oversee financial operations, planning, and accounting functions. This role ensures the accuracy... ...A competitive compensation package including a salary range of $170k - $200k and hybrid work is offered. #J-18808-Ljbffr...- ...Generation Marketing Manager, you will own the strategy, execution, and optimization of... ...execute highly strategic demand generation plans, specifically tailored for mid-market and... ...professional development and certifications Hybrid structure: 3 days in office (in our...SeniorWork at officeRemote work
- ...shipping and mailing software provider in Austin, TX, is seeking a Senior Marketing Analytics Manager. This hybrid role requires expertise in SQL and statistical analysis to drive marketing strategies through data insights. You will lead measurement frameworks and perform...SeniorFlexible hours
- ...Mariner is seeking a Senior Wealth Advisor in Austin, Texas, to lead a wealth management team in crafting comprehensive financial strategies. The ideal candidate has over 10 years of experience, strong client relationship skills, and a Bachelor’s degree, along with certifications...Senior
- Apex Fintech Solutions UK Ltd. seeks a Senior Manager, Program Management to lead enterprise... ...in Austin, TX. This role aligns program strategies with company goals and oversees project... ...healthcare benefits while promoting a hybrid work model. #J-18808-Ljbffr Apex...Senior
- ...in Austin, TX, to oversee day-to-day accounting operations and financial reporting. This role involves leading month-end close activities... ...position offers a supportive culture with opportunities for process improvements and hybrid work options. #J-18808-Ljbffr LeoForceSenior
- ...Mohr Talent is seeking a skilled Director of Financial Planning located in Austin, TX, offering a hybrid schedule. This individual will support financial advisors... ...clients with sophisticated financial planning strategies. The ideal candidate has a minimum of 7 years of...High net worth
- ...About this role: The Senior Lead Wealth Planning Strategist is a key... ...with high-net-worth (HNW) and ultra-high-net-... ...transfer, tax-efficient strategies, and multi-... ...and understanding of financial goals, investment objectives... ...Job Expectations: Hybrid work environment Ability...SeniorHigh net worthWork experience placementLocal area
- ...CORDA Investment Management is seeking a Financial Advisor in Austin or Dallas. The position is hybrid with 3 days in the office, focusing on building and maintaining relationships with high-net-worth clients. Responsibilities include providing investment guidance, collaborating...High net worthWork at office
- Corda-Investment-Management in Austin or Dallas is seeking a Financial Advisor to strengthen client relationships in a collaborative environment... ...relationship development with high-net-worth clients. Hybrid work schedule is available. #J-18808-Ljbffr Corda-Investment-ManagementHigh net worthFull time
$200k
...year forgivable draw) Location: Hybrid-Austin, Texas Department:... ...others Job purpose: As a Senior Wealth Advisor, you will work directly... ...will create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals...SeniorHigh net worthFull timeWork experience placementLocal area- ...Front in Austin is seeking a Senior Compensation & Analytics Manager to own the end-to-end compensation cycle while providing analytical insights to the People strategy. You'll work closely with the Chief People Officer on compensation initiatives, design advanced People...Senior
$128k - $176k
...seeking a Manager, Business Intelligence Analyst in Austin, Texas. The role involves defining and executing the Business Intelligence strategy and educating key stakeholders. You will lead a team to drive innovative solutions while ensuring adherence to architectural...SeniorFull time- ...A leading coaching technology company in Austin is seeking a Client Delivery VP to lead post-sale strategy for its largest clients. This role involves building trusted client relationships and ensuring successful delivery of programs. Candidates should have over 15 years...SeniorFlexible hours
$130k - $165k
...Senior Financial Planner Hybrid | Austin, TX Area (Phoenix/Tempe also available) $130,000–$165,000+ Base... ...are seeking an experienced financial planning professional to support complex... ...stakeholders to develop sophisticated planning strategies and enhance the overall planning...SeniorLocal area- Q2 India is looking for a Senior Fraud Analyst in Austin, Texas. This role focuses on identifying and preventing fraudulent... ...about fraud management and developing prevention strategies. The position offers a hybrid work model and various health and wellness benefits. #J...Senior
$76k - $125.3k
...technically demanding tax planning and compliance... ...effective tax planning strategies and translate complex... ...by significant tax or financial planning experience... ...confidence to challenge senior colleagues and... ...in our team‑led and leader‑enabled hybrid model. Our expectation...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$110.4k - $140.67k
Grant Thornton (US) is seeking a Technology Strategy Senior Associate in Austin, Texas. This role involves strategic advisory services to... ...years of strategy consulting experience. The position promotes a hybrid work model requiring in-person attendance at least three days...Senior3 days per week- Avride is looking for a Senior PR professional based in Austin, Texas, to enhance their media presence and communication strategy. You will connect with media outlets, secure meaningful coverage, and craft compelling narratives that resonate with audiences. The ideal candidate...Senior
- ...firm is seeking an AI Strategist to lead client engagements in Austin, Texas. This role entails advising major enterprises on AI strategy and adoption, utilizing deep AI expertise to identify high-value opportunities. The ideal candidate has 10-15 years of consulting...Senior
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Nelnet is seeking a Senior Manager, Product Portfolio Management in Austin, Texas.... ...validated products, executing product and financial strategies, and driving revenue growth.... ...ideal candidate will balance strategic planning with hands-on execution and lead cross...SeniorFull time- ...A creative agency in Austin, Texas is seeking a Senior Strategist to lead strategic initiatives and drive impactful campaigns. The role demands expertise in client partnership and cross-functional collaboration while mentoring junior team members. Ideal candidates should...Senior
- ...Ernst & Young Oman is seeking a Senior Manager, Data Scientist to lead data science strategy within AI projects. The successful candidate will work closely with clients to deliver innovative AI solutions and tackle complex technical challenges alongside a team of experts...Senior
- ...Manager in Austin, Texas to lead its global Financial Planning & Analysis function. This role involves... ..., and strategic partnerships with senior leadership. A candidate should have 6-8... ...for process improvement. The role offers hybrid options and competitive compensation,...Senior
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