Top Financial Advisor Jobs in Austin, TX

Leads financial strategy, planning, analysis, and reporting for assigned business divisions. Partners with leadership and cross-functional stakeholders to develop financial plans, evaluate business opportunities, quantify impacts, maximize ROI, and drive financially significant initiatives. Provides actionable insights, supports long-term planning, represents divisional financial positions, and helps implement solutions to emerging business issues.

Leads financial analysis, annual and long-term planning, forecasting, ROI evaluation, and strategic financial initiatives for business divisions. Partners with leaders and cross-functional stakeholders to translate complex financial issues into actionable plans, recommendations, and measurable outcomes. Builds financial strategies, supports divisional decision-making, and drives financial stewardship and innovation.

Volunteer financial advisor mentors collegiate financial officers, supports annual and monthly budget management, reviews financial reports and member balances, monitors spending, promotes compliance with IRS and organizational requirements, and helps improve member retention. The advisor coaches officers, facilitates conflict resolution, participates on the chapter advisory board and affiliated house corporation, and completes ongoing training. The role requires five to eight hours weekly, involves a one-year renewable term, and has no expected travel.

Join Arootah's advisor network as a fractional CFO/Head of Finance to provide project-based financial leadership to hedge funds, private equity firms, and family offices. Responsibilities include building finance infrastructure, overseeing fund and management company accounting, budgeting/forecasting, cash management, reporting, controls, audit/tax coordination, and partnering with senior leadership on strategy and investor readiness.

Provide real-world financial planning expertise to train and evaluate AI systems. Review scenarios, assess AI recommendations for accuracy, compliance, and suitability, document client conversations, define planning methodologies, give structured feedback, identify compliance/referral needs, and improve AI workflows and financial planning processes.

Provide subject-matter expertise in personal financial planning and wealth management to train and evaluate AI-driven advisory tools. Review client scenarios, give structured written feedback, translate complex financial concepts into client-friendly guidance, ensure compliance with regulatory and fiduciary standards, and contribute to improving AI recommendations for investment, retirement, estate, and debt-management planning.

Manage and grow a book of business by delivering tailored wealth management services, transitioning clients to Farther's platform, and prospecting for new clients through various channels.

Create, implement, and continually review comprehensive financial plans; advise clients on investment strategies and tax/exposure considerations; execute transactions per policy; develop business to attract and acquire clients; support an advisory team and deliver high-quality client service to build loyalty.

Provide holistic financial, investment, insurance, tax, and estate planning to clients; manage complex financial plans, deliver exceptional client experience, delegate operations to service teams, ensure compliance, and grow an existing book of business.

As a Wealth Advisor on the Focus Team, you'll grow your client book leveraging technology and resources while maintaining your autonomy. You'll provide wealth management services, access new markets, and mentor junior advisors.