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Supported by Vanguard's investor-first philosophy and industry-leading research, including How America Saves, you'll help clients stay focused on their long-term goals while growing your career with a firm dedicated to investor success. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

Vanguard Group

Certified Financial Advisor

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Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).

Truist Bank

Premier Advisor - Austin / San Antonio

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The Portfolio Manager (Director Program/Project Management) is a leadership role, and you will oversee the health, planning, investment, and execution of a complex portfolio while partnering with senior business and technology leaders to advance portfolio strategy and deliver measurable outcomes. Applying strong business acumen, decision making, and risk management, you will help sponsors navigate trade-offs, address emerging challenges, and maximize the value of portfolio investments.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Portfolio Manager (Director Program/Project Management) Advisor Services

Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: JLL's JREDD Asset Services team seeks a Facility Condition Advisor to deliver comprehensive facility condition assessments that drive strategic capital planning and asset optimization.

Jones Lang LaSalle Inc

Facility Condition Advisor

Wealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.

Southwest Business Corporation

Wealth Advisor (Austin)

Administer assigned Individual Retirement Accounts, meet with clients and investment personnel to establish accounts and define investment objectives, monitor required minimum distributions, and validate 1099-R and 5498 reporting for accuracy. Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.

Frost Bank

Retirement Services Advisor I

Stay current with industry advancements by reviewing trade publications and participating in insurance carrier training sessions focused on new life insurance products and developments. As a Producer – Life Advisor , you’ll screen leads and conduct client and prospect meetings to determine if Frost Insurance is the right fit for their needs.

Producer - Life Advisor - Frost Insurance Agency

Manage client relationships by fully understanding their needs, maintaining regular client contact (including attendings with clients and potential clients as appropriate) and proactively driving asset re-discovery while delivering an excellent overall client experience. Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers?

Trust Advisor II

Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $750,000 and $1.5 million. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.

Wealth Advisor III

Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $350,000 and $750,000. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.

Wealth Advisor II

This role focuses on power market modeling, production cost modeling, integrated resource planning, and strategic advisory, helping clients navigate complex market dynamics, regulatory environments, and energy transition challenges. The ideal candidate brings deep expertise in energy systems modeling (e.g., PLEXOS, ProMod, GridView, etc), quantitative analytics, and electricity market operations, along with experience delivering client-facing insights across generation, transmission, and emerging energy technologies.

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WSP Global Inc

Energy Market Advisor - Energy Advisory Services (Remote)

Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios. Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values.

Mariner

Senior Wealth Advisor

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What you'll do: Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $750,000 and $1.5 million. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.

Cullen/Frost Bankers Inc

What you'll do: Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $350,000 and $750,000. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.

About Us With more than four decades of excellence, Transworld Business Advisors powered by Prospere Companies is the most dominant business brokerage firm and the number one performing franchise group in the global Transworld network. You will have access to more than 700 active listings, a dedicated internal deal team, and a robust buyer network, allowing you to represent both sellers and buyers.

Prospere Companies

Business Broker / M&A Advisor - ATX

Partner with client‑facing and market‑facing teams to review escalations and confirm surplus lines placements are compliant before binding• Ensure accurate invoicing and timely submission of documentation to the surplus lines processing unit• Guide colleagues on placement workflows to support on‑time, accurate filings• Build and maintain relationships with regulators across assigned jurisdictions• Serve as the primary contact for escalations, audits, and regulatory inquiries• Stay current on state statutes, regulatory changes, and surplus lines requirements• Communicate surplus lines issues to clients and insurers in clear, practical terms• Advise on tax issues and remediation efforts within assigned territories• Mitigate fines and penalties by ensuring all placements meet coverage and filing requirements• Partner with Compliance on investigations, client-related issues, and corporate projects• Identify and raise opportunities to streamline surplus lines processes. Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.

Marsh McLennan

Corporate Tax & Insurance Advisor

We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. The Proof of Insurance Advisory Specialist manages and verifies proof‑of‑insurance processes with a strong focus on accuracy, regulatory compliance, and exceptional client service for complex client programs.

Client Insurance Advisor

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. This role holds primary responsibility for ensuring overall client satisfaction through collaborative work with the service team, leveraging Northern Trust resources to deliver timely, accurate, and compliant fiduciary support.

Investment Advisor Jobs in Austin, TX

Certified Financial Advisor Vanguard Group

Premier Advisor - Austin / San Antonio Truist Bank

Portfolio Manager (Director Program/Project Management) Advisor Services The Charles Schwab Corp

Facility Condition Advisor Jones Lang LaSalle Inc

Wealth Advisor (Austin) Southwest Business Corporation

Retirement Services Advisor I Frost Bank

Producer - Life Advisor - Frost Insurance Agency Frost Bank

Trust Advisor II Frost Bank

Wealth Advisor III Frost Bank

Wealth Advisor II Frost Bank

Energy Market Advisor - Energy Advisory Services (Remote) WSP Global Inc

Senior Wealth Advisor Mariner

Wealth Advisor III Cullen/Frost Bankers Inc

Wealth Advisor II Cullen/Frost Bankers Inc

Trust Advisor II Cullen/Frost Bankers Inc

Business Broker / M&A Advisor - ATX Prospere Companies

Corporate Tax & Insurance Advisor Marsh McLennan

Retirement Services Advisor I Cullen/Frost Bankers Inc

Client Insurance Advisor Marsh McLennan

Senior Relationship Advisor Northern Trust

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