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.
Wealth Advisor II Cullen/Frost Bankers IncWealth Advisor IIAustin, TX$350,000–$750,000 / yearWhat 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 $350,000 and $750,000. 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.
NewAdvisor Licensing Program LPL Financial Holdings IncAdvisor Licensing ProgramAustin, TX$23.42–$39.02 / hourThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewAdvisor Licensing Program LPL Financial ServicesAdvisor Licensing ProgramAustin, TX$23.42–$39.02 / hourThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
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.
NewAvp, Cyan Experience & Advisor AI Workspace LPL Financial ServicesAvp, Cyan Experience & Advisor AI WorkspaceAustin, TX$108,665–$181,177 / yearAs a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
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.
NewFinancial Quality Assurance Analyst AssetMark, Inc.Financial Quality Assurance AnalystAustin, TX$85,000–$95,000 / yearThis information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Facilities Funding Lead Analyst (Financial Analyst IV) Texas Education AgencyFacilities Funding Lead Analyst (Financial Analyst IV)Austin, TXThis role supports schools by performing highly advanced (senior-level) financial analysis and regulatory work related to various facilities funding programs used in the state's school finance formulas, including but not limited to, the New Instructional Facility Allotment (NIFA), Instructional Facility Allotment (IFA), Existing Debt Allotment (EDA) and additional state aid for homestead exemption (ASAHE). Intra-Agency Coordination: oversees and reviews the work of junior analysts related to the state's facilities funding programs, including the bond guarantee program (BGP) providing guidance to ensure accuracy, consistency, and timely completion of work products; collaborates with the division on projects and supports the administration of FSP programs, including updating SOF reports and related financial transactions.
Energy Market Advisor - Energy Advisory Services (Remote) WSP Global IncEnergy Market Advisor - Energy Advisory Services (Remote)Austin, TXRemote$106,100–$189,000 / yearThis role focuses on power market modeling, production cost modeling, integrated resource planning, and strategic advisory, helping clients navigate complex market dynamics, regulatory environments, and energy transition challenges. The ideal candidate brings deep expertise in energy systems modeling (e.g., PLEXOS, ProMod, GridView, etc), quantitative analytics, and electricity market operations, along with experience delivering client-facing insights across generation, transmission, and emerging energy technologies.
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.
Senior Wealth Advisor Hub InternationalSenior 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 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.
Associate Enrollment Advisor Podium EducationAssociate Enrollment AdvisorAustin, TexasPodium Education is a privately held growth stage company based in Austin, TX with prominent investors, including Sequoia Capital, Owl Ventures, Lumos Capital Group, Learn Capital, Lachy Groom, Goldcrest Capital, and Album VC. Podium serves a population of over 2,000,000 students across 100 of the largest and most well-known universities in the country, including Georgetown, UNC, Harvard, ASU, and Texas A&M.
Wealth Advisor Services Associate - RPW Hub International InsuranceWealth Advisor Services Associate - RPWAustin, Texas$26–$30 / hourHUB 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 - RPW Hub InternationalWealth Advisor Services Associate - RPWAustin, 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.
NewFinancial Quality Assurance Analyst Asset MarkFinancial Quality Assurance AnalystAustin, TX$85,000–$95,000 / yearThis information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Private Client Advisor II Bank of AmericaPrivate Client Advisor IIAustin, TexasKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Credit Solutions Advisor - Austin Bank of AmericaCredit Solutions Advisor - AustinAustin, TexasMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.