Wealth Planning Lead Advisor

9/1/2024
Austin Asset
Allison Loots
7200 N. Mopac, Ste 315 Austin, TX 7873 Phone: 5126379032
allison@austinasset.com
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Wealth Planning Lead Advisor 


About this role: Austin Asset is seeking an experienced lead advisor to join our wealth planning team. This position is responsible for leading existing client relationships as well as new business relationships. 


Required Qualifications: 

  • Bachelor’s degree required, preferably in Finance, Business, Economics or Accounting. 
  • Certified Financial Planner (CFP) designation is required. 
  • Minimum of six years of industry-related experience.

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