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bonus targeted at 20% of base, 100% company-paid health insurance, lifetime learning allowance (educational reimbursement), generous PTO allowance.
Required Education:
4 Year Degree
Seeking an experienced investment professional to join our wealth management team.
We are looking for a passionate investment-minded team member to guide portfolio decisions at a high level; mainly communicating with existing and prospective clients regarding investment philosophy, economic climate, and performance attribution. Additionally, this role will support the investment policy committee with research and due diligence duties.
CFA or CFP® required
Must have direct experience working with clients and distilling complex investment and economic topics into consumable dialogue with investors.
It is imperative the candidate has a fundamental belief/alignment around market efficiency and strategic asset allocation using publicly traded investment vehicles.
Austin Asset is a fee-only registered investment advisor, based in Austin, Texas, with a 38-plus year history of private wealth management. Our mission is to bring clarity and purpose to wealth through authentic and enduring relationships. We strive to provide objective advice by assembling teams of professionals with broad knowledge and experience. We are committed to preserving our clients’ trust by advocating for their long-term interests.
