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Financial Planner

Financial Planner

RIA RecruitingAustin, TX, US
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Oakwell Private Wealth Management Financial Planner Opportunity

Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking a Financial Planner to join our team. At Oakwell, we pride ourselves on building relationships with our clients through education, integrity, collaboration, and commitment. We provide comprehensive, client-centered financial planning and investment management services. Our mission is to help clients navigate complex financial decisions with confidence.

Salary and Benefits

  • Base salary $90K-120K, plus quarterly bonus plan based on firm revenue
  • Paid professional dues, continuing education, conferences, and training
  • Fully remote position (with the expectation to travel to the Austin office 5-10x / year)
  • Firm pays 75% of health care cost for employee
  • 401(k) with company match
  • Travel reimbursement
  • 20 days of vacation plus PTO

Responsibilities

  • Design and implement detailed financial planning solutions focused on retirement, investments, cash flow planning, multi-year tax planning, asset protection and estate planning.
  • Prepare in-depth financial analysis for clients that consider their specific preferences, values, goals, and priorities with a vision to accomplish the client's personal and financial goals.
  • Coordinate with outside professionals to implement financial planning on behalf of clients and ensure the highest level of service.
  • Integrate investment solutions with our Investment Team through coordination of asset allocation, cash needs, charitable giving, and impact goals.
  • Coordinate with Client Service Team
  • Commit to a culture that supports continuing education and team development
  • Participate in vetting new technology for the firm
  • Develop and implement financial planning systems and processes
  • Coordinate with six advisors to develop personalized financial plans for a range of clientele

    • Qualifications

  • 5 years plus experience in wealth management / financial planning
  • CFP designation required.
  • Experience with complex financial plans including equity compensation, tax planning, and estate strategies
  • Excellent written and verbal communication skills demonstrating professionalism
  • Detail oriented and ability to manage your own time well
  • Self-starter with a commitment to ongoing learning
  • Ability to travel 5-10 times per year to Austin, TX for internal meetings and occasional client meetings
  • Experience with our custodian and software is not required, but will be a plus : Wealthbox, Orion, ALX, Money Guide Pro, Holistiplan, Income Lab, Sharefile

    • The Process

    Qualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be asked to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.

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    Financial Planner • Austin, TX, US