Top Financial Advisor Jobs in Austin, TX

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.

Serve as the university's principal budget officer and financial planning lead: develop and monitor operating, capital, and restricted budgets; lead multi-year forecasting and variance analysis; advise senior leadership; manage Budget Managers team; maintain BI and ERP forecasting tools; prepare Board and federal reports; oversee cash flow, grants, accounts payable, and audit readiness; drive process improvements and training.

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.

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.