Financial Advisor
Hilltop Holdings
Financial AdvisorHilltopSecurities is looking to hire a Financial Advisor in Austin, Texas. This role will be responsible for creating, implementing, and continually reviewing financial plans that include strategies designed to help clients pursue their long-term goals. Devise and execute business development strategies to attract and acquire new clients. Become an integral partner of an existing advisory team assisting in client communications and development.ResponsibilitiesDevise and execute business development strategies to attract and acquire new clientsOperate using independent judgment when analyzing clients' financial needs, goals, sensitivity to risk, investment horizon, and possible tax exposureAdvise clients regarding the advantages and disadvantages of different investment strategiesExecute investment transactions according to established policiesCreate, implement, and continually review a plan that includes strategies designed to help clients pursue their long-term goalsAct as the steward of the client assets and achieve client satisfaction and loyalty through excellent serviceQualificationsBachelor's degree in business, finance, accounting, or other business related majorMinimum of two years retail brokerage or related experienceNASD Series 7 and Series 65 or Series 66 licenses requiredKnowledge of securities related products including mutual funds, variable and fixed insurance products, unit investment trusts, investment advisory programs and individual securities.Solid understanding and track record in following applicable industry regulations and practicesExcellent interpersonal skills and high level of integrityProven ability to analyze, interpret, and solve complex problemsCompetitive drive and achievement orientedExcellent verbal communication and sales presentation skillsThe above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.About UsAt HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.About the TeamHilltopSecurities' Wealth Management department values its relationship-based approach to serving clients. Through our Private Client Group, we provide highly customized sound financial planning across a range of investment objectives and products. Our Wealth Management professionals deliver a full suite of services for investors such as helping to build wealth, analyzing financial status and goals, advising on investment strategies, developing new business opportunities, and welcoming new clients. You will also be able to learn and deliver behavioral financial concepts to clients, forge relationships with community and business leaders, and learn from experienced financial professionals about how to fully support the individuals you serve. Our Clearing department supports more than 130 broker-dealers and Registered Investment Advisors who provide institutional and financial services through industry experts. We aim to mitigate risk, realize competitive returns, and meet investing objectives. As one of the nation's largest licensed broker-dealer clearing firms, we are focused on building long-term client relationships based on trust and personal service. As a part of our Wealth Management team, you will also be encouraged to take advantage of our professional development opportunities. This includes FINRA series exam sponsorship, tuition reimbursement, working with a mentor, and support from employees of all levels. Wealth Management at HilltopSecurities will give you the fulfilling experience of building meaningful relationships that allow you to fully serve clients in their best interest.Job InfoJob Identification 32057Job Category SalesJob Schedule Full-TimeLocations 7000 N Mopac Expy, Austin, TX, 78731, US (On-site)Experience Level Mid LevelBusiness Unit Hilltop Securities
$100k - $250k
...Financial Advisor / Insurance Agent — Pre-Set Appointments with Existing Clients, No Cold Calling | Alliance America Tired of chasing leads instead of closing them? At Alliance America, your calendar fills with pre-set appointments with existing clients who already...SuggestedWork at office- ...Job Description Job Description Great at sales but tired of hitting an income ceiling? Texas Financial Advisors is hiring driven, people-focused sales pros to become licensed financial advisors. No finance background and no college degree required. If you can build...SuggestedPermanent employmentInternshipWork at office
$60k - $300k
...control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company... .... You will be able to attend training sessions led by top advisors and industry leaders. · Stability - You are backed by an almost...SuggestedFull timeRelocation packageFlexible hours$150k - $300k
...Job Description Job 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...Suggested- ...Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment...SuggestedWork at officeRemote workWork from home
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office- Northwestern Mutual in the United States is seeking financial advisors to start their own practice as financial representatives, focused on client-building, licenses, and a robust training program. The role covers planning across investments, insurance, education funding...
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- ...there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
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- Guardian Life is seeking a motivated Financial Representative to help individuals and businesses access financial products and services to protect their financial futures. You will work with clients to understand goals and provide ongoing guidance, with opportunity for...
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- About 49 Financial At 49 Financial, we're passionate about developing the next generation of leaders in the financial services industry... ...a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable experience...Full timeTemporary workWork at officeLocal areaFlexible hours
- Northwestern Mutual invites you to start a business as a financial representative and, ultimately, a financial advisor. You’ll build a client base, craft personalized financial plans, and guide clients through every life stage with holistic planning and education funding...
- A leading financial services firm in Austin is seeking a Financial Advisor to help clients achieve their financial goals. The ideal candidate has a strong background in investments and finance, holds necessary licenses, and can build strong client relationships. This role...
- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- Edward Jones is seeking financial advisors to join our client-first practice. You’ll be supported by a branch team, home-office, and regional advisors while you build your own practice and serve over eight million clients across the U.S. and Canada. You’ll receive specialized...Home office
- Bank of America is seeking a Financial Solutions Advisor Stage I to start by earning securities licenses (SIE, Series 7, Series 66) and building foundational advisory skills for client relationships and guidance. As you advance to Stage II, you’ll deepen client relationships...
$50k
We are seeking a highly motivated, organized, and client-focused Junior Financial Advisor in the Austin, Texas area to join our growing team. This is a hybrid position that will be primarily remote, with the ability to meet and work in person as needed. This role combines...Casual workWork at officeRemote work- ...A Financial Advisor provides financial guidance to individuals or businesses to help them manage their finances, achieve financial goals, and make informed investment and budgeting decisions. The role involves analyzing financial information, developing financial plans...
- ...Stratford Davis LLC is seeking ambitious, customer-focused individuals for a high-earning, remote advisory role in financial services. You will meet with qualified prospects virtually, assess their goals, and present tailored life insurance and retirement options. Expect...Remote workFlexible hours
$80k - $124k
...help individuals, families, and business owners make informed financial decisions that create confidence for the future. If you're ambitious... ...decades of industry experience and is committed to helping advisors grow thriving practices while serving clients with integrity....Work at office- ...Woods District - Northwestern Mutual in Austin is seeking a Financial Advisor to translate clients' financial goals into personalized plans. You will work with individuals and families to protect assets, plan for retirement, and optimize insured and investment strategies...Work at officeFlexible hours
$49.92k - $350k
...00.00 per year Job description: This is not an entry-level call center role. Our recruiters engage directly with experienced Financial Advisors — highly compensated professionals who are selective with their time and difficult to reach. Top performers in recruiting, staffing...Bi-weekly payFull timeMonday to FridayAfternoon shift- ...Job Description Job Description Position Title : Financial Advisor Securities Exempt Status : Exempt (17B) Reports to : Investment Services Program Manager or President – Southside Investment Services...For contractorsWork at office
- ...dynamic Registered Client Service Associate to join our growing team. This role provides high quality administrative support to Financial Advisors and clients, with strong communication across phone, email, in-person and virtual channels, and the ability to manage...
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing and develop through stages to serve clients with core banking and investment solutions. The role emphasizes relationship development and financial guidance within an in-office...Work at office
- Woods District Northwestern Mutual in Austin, TX is seeking a Financial Representative to help individuals and businesses achieve financial goals through personalized insurance solutions and planning. You will build long-term client relationships, assess needs, and provide...Flexible hours
$117.36k
Job Description Job Description Financial Professional - Entry Level (Training Provided) We are looking for individuals who are interested... ...expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to...Full timeContract workTraineeship
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