Top Financial Advisor Jobs in Austin, TX

Serve as a strategic advisor to physician and healthcare practice owners on accounting, tax, financial performance, profitability, compensation, cash flow, and operational strategy. Build executive client relationships, mentor internal teams, support growth and scalable advisory processes, and participate in business development and proposals.

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.

The Financial Advisor Trainee learns to build an individual practice through the Advisor Mastery Program, balancing client development, sales activities, and compliance. Responsibilities include managing client relationships, developing a book of business, and completing necessary training and licenses.

Develop, negotiate, and finalize student financial aid plans in compliance with federal, state, accreditation, and company policies. Counsel students on available financial aid, package awards, and assist with aid planning and related student inquiries. Maintain accurate records and use aid systems.

Merrill seeks experienced Financial Advisors to deliver comprehensive wealth management, maintain client relationships, and drive growth goals for clients.

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.

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.

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.

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.