NewDirector, Platform Architect Principal - Wealth Management Charles SchwabDirector, Platform Architect Principal - Wealth ManagementAustin, TXRequired Qualifications: • Extensive experience serving as a Technical Architect for large-scale, enterprise-wide wealth management platforms, with deep expertise across portfolio management, trading and rebalancing, risk, reporting, financial planning, CRM, client engagement, and wealth management operations. • Define and evolve the target architecture for wealth management platforms, including Schwab Wealth advisory systems, portfolio management, CRM integrations, client portals, digital advice, Wealth vendor integration.
Financial Advisor Transition Consultant Vaco LLCFinancial Advisor Transition ConsultantAustin, TX$100,000–$125,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewFinancial Services Client Support Associate ProPivotalFinancial Services Client Support AssociateAustin, TX$25–$30 / hourThis role plays a pivotal part in amplifying our reach and effectiveness with financial advisors, RIAs, and private wealth teams by ensuring the behind-the-scenes work is executed with precision, professionalism, and purpose. This role supports the internal sales desk within the intermediary distribution channel, enabling sales professionals to focus on client engagement by managing operational, administrative, and logistical tasks.
J.P. Morgan Wealth Management - Private Client Advisor - Austin, TX (Georgetown area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Austin, TX (Georgetown area)Austin, TXFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Central Austin, TX JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Central Austin, TXAustin, TXFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - North and West Austin, TX JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - North and West Austin, TXAustin, TXFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Senior Wealth Advisor MarinerSenior Wealth AdvisorAustin, TexasCollaborate 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. 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.
Wealth Advisor Weaver And Tidwell LLPWealth AdvisorAUSTIN, TXThe Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization.
Wealth Advisor (Austin) Southwest Business CorporationWealth Advisor (Austin)Austin, TXWealth 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.
Wealth Advisor III Frost BankWealth Advisor IIILeander, TexasRetain 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.
Senior Wealth Advisor Hub International LtdSenior Wealth AdvisorAustin, TXJob Purpose: As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Senior Wealth Advisor Hub International InsuranceSenior Wealth AdvisorAustin, TexasAs a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Wealth Advisor Services Associate Hub International InsuranceWealth Advisor Services AssociateAustin, TexasHUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. The Wealth Advisor Services Associate is an integral part of the HUB Investment Partners (HIP) team, responsible for delivering a seamless client and advisor experience across all operational and service functions.
Wealth Advisor Services Associate Hub International LtdWealth Advisor Services AssociateAustin, TX$26–$30 / hourAbout Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Job purpose: The Wealth Advisor Services Associate is an integral part of the HUB Investment Partners (HIP) team, responsible for delivering a seamless client and advisor experience across all operational and service functions.
Wealth Advisor III Cullen/Frost Bankers IncWealth Advisor IIILeander, TXWhat 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.
NewWealth Advisor for High-Net-Worth Clients & Growth WeaverWealth Advisor for High-Net-Worth Clients & GrowthAustin, TXWeaver Capital Advisors is hiring a Wealth Advisor in Austin, TX, focusing on building and maintaining relationships with high net worth clients. The role involves developing business strategies, managing client interactions, and mentoring staff.
Director, Wealth Advisor ChoreoDirector, Wealth AdvisorAustin, TXThis role owns the full lifecycle of client development—from building a proactive pipeline to converting opportunities into long-term client relationships—while establishing Choreo as a trusted advisor brand in the local high-net-worth ecosystem. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.
NewWealth Advisor (Austin) SWBCWealth Advisor (Austin)Austin, TXWealth 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.***Why you'll love this role:*** In this role, you will have the opportunity to leverage best in class products and thrive within a growing division that works tirelessly to eliminate hurdles and foster growth.***Essential duties include*** ***the following:**** Develops customer financial profiles to determine suitability of investment products based on financial position, resources, assets available to invest, and financial goals.* ## Wealth Advisor (Austin)Applylocations: Austin, TXtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R0015078SWBC is seeking a talented Wealth Advisor to work with individuals and businesses to develop an overall comprehensive plan.
Wealth Advisor/Trust Officer III-Austin Broadway BankWealth Advisor/Trust Officer III-AustinAustin, TXBuild loyalty and drive profitable revenue growth by resolving client concerns, developing, and executing targeted client retention and expansion activities, cultivating new clients, and delivering all aspects of the Broadway Client Experience. Review transactions, including distributions to beneficiaries, security purchases and sales, tax payments, real estate, oil & gas, and expenses, ensuring appropriateness under the terms of the operative document and compliance with OTC requirements.
NewWealth Advisor Platform Product Owner QodeWealth Advisor Platform Product OwnerAustin, TXThe ideal candidate holds a Bachelor's degree in a relevant field and has strong knowledge of account opening processes, Agile methodologies, and user story documentation.#J-18808-Ljbffr. Qode in Austin, TX is looking for a Business Analyst / Product Owner to enhance advisor platforms and account onboarding experiences in wealth management.
NewSenior Wealth Advisor Manager - Client-Focused Growth Charles SchwabSenior Wealth Advisor Manager - Client-Focused GrowthAustin, TXThe ideal candidate will demonstrate experience in leading complex client interactions and navigating sensitive conversations, ensuring clients achieve their long-term goals. Successful candidates are expected to work on-site and will benefit from a competitive benefits package and opportunities for continuous growth.#J-18808-Ljbffr.
Wealth Strategies Advisor Bank of AmericaWealth Strategies AdvisorAustin, TexasKey responsibilities include building relationships with Advisor teams, clients, prospects, and centers of influence, performing technical analyses of clients' estate and financial information, and developing planning strategies while focusing on the bank's ability to implement those strategies with clients' Advisors where appropriate. Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business entities, and philanthropic planning.
Wealth Financial Advisor - Austin, TX Corebridge FinancialWealth Financial Advisor - Austin, TXAustin, TexasCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
NewWealth Advisor - Holistic, Client-First Planning AumniWealth Advisor - Holistic, Client-First PlanningAustin, TXMorgan Chase seeks a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions. The ideal candidate has significant financial services experience, especially in client acquisition and relationship management.
Wealth Financial Advisor - Austin, TX Corebridge Financial IncWealth Financial Advisor - Austin, TXAustin, TXWe align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
Private Wealth Management Registered Client Relationship Analyst Morgan StanleyPrivate Wealth Management Registered Client Relationship AnalystAustin, TexasOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Investment Product SpecialistAustin, TXFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
J.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TX JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TXAustin, TXFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Global Wealth Management UBS Group AGGlobal Wealth ManagementAustin, TXThe UBS Wealth Advice Center is a UBS branch with locations in Weehawken, New Jersey; Charlotte, North Carolina; and Dallas, Texas, focused on delivering consistent, high‑quality advice and guidance to Emerging Affluent clients through a scalable, relationship‑based service model. Clients are served by a team of over 400 dedicated professionals, including Financial Advisors and Team Associates, who work directly with clients-primarily over the phone-to understand their individual needs and help them make informed decisions in support of their long‑term financial goals.
Director Wealth Management Engineering The Charles Schwab CorpDirector Wealth Management EngineeringAustin, TXAs a Director, Wealth Management Engineering, you will play a critical leadership role in shaping the future of technology supporting Schwab''s high-net-worth (HNW) and ultra-high-net-worth (UHNW) client experiences. You will lead multiple engineering teams responsible for delivering modern, scalable, and resilient platforms that enable advisors to serve clients more effectively while advancing Schwab''s long-term technology strategy.
Director, Platform Architect Principal Wealth Management The Charles Schwab CorpDirector, Platform Architect Principal Wealth ManagementAustin, TXRequired Qualifications: Extensive experience serving as a Technical Architect for large-scale, enterprise-wide wealth management platforms, with deep expertise across portfolio management, trading and rebalancing, risk, reporting, financial planning, CRM, client engagement, and wealth management operations. Key Responsibilities: Define and evolve the target architecture for wealth management platforms, including Schwab Wealth advisory systems, portfolio management, CRM integrations, client portals, digital advice, Wealth vendor integration.
J.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TXAustin, TXSupport Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries • Support business unit operational procedures and compliance requirements (e.g. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Executive Director, Wealth Planning & Advice JPMorgan Chase & CoJ.P. Morgan Wealth Management - Executive Director, Wealth Planning & AdviceAustin, TXKnowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients.
Premier Client Banker - PNC Wealth Management The PNC Financial Services Group IncPremier Client Banker - PNC Wealth ManagementLeander, TXPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Premier Client Banker - PNC Wealth Management PNC BankPremier Client Banker - PNC Wealth ManagementLeander, TexasPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerAustin, TX$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
NewWealth Advisor for High-Net-Worth Clients Austin SWBCWealth Advisor for High-Net-Worth Clients AustinAustin, TXThis role involves working with high net worth individuals and businesses, focusing on investment and insurance solutions. SWBC is looking for a Wealth Advisor in Austin, TX, to help clients create comprehensive financial plans.
Family Wealth Strategist The Northwestern Mutual Life Insurance CoFamily Wealth StrategistTXThe individual will be responsible for designing and integrating a wide array of wealth management strategies and family office services to align a high-net-worth or ultra-high-net-worth family's financial capital with its values, long-term vision, and family dynamics for a seamless client experience. Strong expertise across multiple areas of wealth management including financial planning, insurance and investment products, estate and business planning, and other HNW planning strategies with a deep understanding of the implications a particular solution may have on others.
NewRelationship Development Officer - Trust and Wealth Frost BankRelationship Development Officer - Trust and WealthAustin, TexasDevelop, maintain, and deepen relationships with Centers of Influence (attorneys, CPAs, financial professionals, and other referral sources) to generate fiduciary business opportunities. In this role you will be responsible for developing new business through Centers of Influence and serving as a primary point of contact for referral partners.
Private Wealth Director Northern Trust CorpPrivate Wealth DirectorAustin, TXBroad understanding of Wealth Management principles, including investment management, tax planning, estate planning, and family governance • Proven ability to work across multiple disciplines and synthesize complex financial information • Outstanding communication skills with the ability to translate technical concepts for a variety of audiences • Strong relationship management capabilities and high emotional intelligence • Exceptional interpersonal, verbal, written, and presentation skills with the ability to influence and negotiate effectively • Experience • Bachelor's degree or equivalent in a relevant field (Business Administration, Finance, Economics) • 10-15 years of industry experience, including significant experience in relationship management and portfolio management • MBA or post-graduate degree preferred • Professional certifications preferred (CFP, CPA, CFA, CTFA, CFM) • Series 7 and 63 licenses required. • Orchestrate specialists to deliver holistic financial services, including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
NewRelationship Development Officer - Trust and Wealth Cullen/Frost Bankers IncRelationship Development Officer - Trust and WealthAustin, TXWhat you'll do: Develop, maintain, and deepen relationships with Centers of Influence (attorneys, CPAs, financial professionals, and other referral sources) to generate fiduciary business opportunities. In this role you will be responsible for developing new business through Centers of Influence and serving as a primary point of contact for referral partners.
Private Wealth Consultant Raymond James Financial IncPrivate Wealth ConsultantTXAs a Wealth Solutions team member, you will consult with financial advisors and their clients regarding overall wealth management products and services; and lead large projects with a significant business impact involving cross-functional teams. Essential Duties and Responsibilities: Serve as an educational and technical resource to manage the complexities of significant wealth, including estate, tax and charitable planning; business succession and exit planning, executive compensation and retirement solutions for individuals.
Wealth Advisory - Relationship Manager FartherWealth Advisory - Relationship ManagerAustin, TXAs the Relationship Manager for a well-established Austin-based advisory practice, you're the connective tissue between the advisor, the client, and the service team, keeping everything running smoothly so your advisor can focus on growing the business and delivering great advice. The practice spans clients across asset allocation, tax strategy, retirement planning, equity compensation, and real estate, a sophisticated book that demands a high-touch, detail-oriented relationship presence.
Wealth Advisory - Relationship Manager Farther Finance Advisors LLCWealth Advisory - Relationship ManagerAustin, TXAs the Relationship Manager for a well-established Austin-based advisory practice, you''re the connective tissue between the advisor, the client, and the service team, keeping everything running smoothly so your advisor can focus on growing the business and delivering great advice. The practice spans clients across asset allocation, tax strategy, retirement planning, equity compensation, and real estate, a sophisticated book that demands a high-touch, detail-oriented relationship presence.
Experienced Wealth Manager Spectrum Financial GroupExperienced Wealth ManagerAustin, TXRemote$90,000–$150,000 / yearThis position is ideal for an established Wealth Manager looking to transition into a higher commission model, freedom to approach their clients holistically, long-term client support and leadership opportunities. Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions.
Legal Support Specialist - Government Law & Policy and Private Wealth Services Greenberg TraurigLegal Support Specialist - Government Law & Policy and Private Wealth ServicesAustin, TexasFamiliarity with or willingness to learn AI platforms (e.g., Microsoft Copilot, ChatGPT, or similar tools) and incorporate them responsibly into day-to-day workflows to enhance daily work tasks as appropriate and/or directed. While experience in these practice areas is strongly preferred, candidates with solid legal support experience in other practice areas and a demonstrated ability to learn new subject matter are encouraged to apply.
Sr. Financial Advisor -Austin, TX FinTrust Connect CareersSr. Financial Advisor -Austin, TXAustin, TexasFinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a confidential Senior Financial Advisor opportunity focused on high-net-worth wealth management and business development. This role is ideal for an experienced wealth management professional who excels at building trusted client relationships, attracting assets, and delivering comprehensive financial planning and investment solutions.
Financial Advisor Northwestern MutualFinancial AdvisorAustin, Texas$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
NewPersonal Financial Advisor - Remote YO AI LabsPersonal Financial Advisor - RemoteAustin, TXRemoteThis high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs.
Merrill Lending Solutions Advisor II Bank of America CorpMerrill Lending Solutions Advisor IIAustin, TX$175,000–$247,500 / yearLending Solutions Advisor are embedded within the business to lead targeted business development efforts, primarily with Private Wealth Advisors and Merrill Financial Advisors with a concentrated focus on Ultra High Net Worth (UHNW) clients. Job Description: Responsible for directing and managing credit activities for a group of Private Wealth Management geographic markets including underwriting, risk analysis, approval, and monitoring credit quality for their area.