Capitol Wealth Strategies
Financial Advisor / Insurance Sales / Financial Services Associate
Capitol Wealth Strategies, Austin, Texas, us, 78716
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Capitol Wealth Strategies , based in Austin, TX, is committed to providing innovative financial strategies that empower clients to take control of their financial future and navigate a clear path to long-term wealth and security. As a proud Agency of The Guardian Life Insurance Company of America, we offer a comprehensive suite of financial products and solutions, including life insurance, retirement planning, wealth management, and financial growth strategies. We also offer flexibility, including remote work options, to accommodate our team's diverse needs.
Role Description
This is a full-time hybrid remote/in-office role for a
Financial Advisor
at
Capitol Wealth Strategies . The Financial Advisor will be responsible for growing a client base through financial planning, retirement planning, business strategies, asset protection, and providing investment advice. What We Offer Advanced tools and technology designed to help you efficiently gather, manage, and service your clients. Comprehensive training and development programs—available locally, virtually, and nationally—to meet your educational and professional needs. Marketing tools and resources to help you expand your practice and communicate effectively with both existing and prospective clients. Opportunities for mentorship and collaborative work. Exceptional service and support to help you succeed. A competitive benefits package that includes a Defined Benefit Plan, 401(k) with matching and Roth options, as well as health and dental insurance, among other perks. Leadership and career development opportunities, including tuition reimbursement and ongoing education. The Guardian Financial Representative (FR) contract provides a draw and commissions with renewal commissions beginning in year two Performance-based incentive trips to exciting destinations for top producers. Qualifications Experience in Finance and Investments Strong personal and professional network Motivation to build an independently owned client base Appropriate licensing, including state life and health; FINRA Series 6, 7, or 66 are preferred Strong analytical and problem-solving skills Excellent communication and relationship-building abilities Ability to work autonomously as well as within a team Preferred certifications: ChFC, CFP, CEPA, or CExP Bachelor’s or Master’s degree in Finance, Economics, or related field Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
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Financial Advisor
at
Capitol Wealth Strategies . The Financial Advisor will be responsible for growing a client base through financial planning, retirement planning, business strategies, asset protection, and providing investment advice. What We Offer Advanced tools and technology designed to help you efficiently gather, manage, and service your clients. Comprehensive training and development programs—available locally, virtually, and nationally—to meet your educational and professional needs. Marketing tools and resources to help you expand your practice and communicate effectively with both existing and prospective clients. Opportunities for mentorship and collaborative work. Exceptional service and support to help you succeed. A competitive benefits package that includes a Defined Benefit Plan, 401(k) with matching and Roth options, as well as health and dental insurance, among other perks. Leadership and career development opportunities, including tuition reimbursement and ongoing education. The Guardian Financial Representative (FR) contract provides a draw and commissions with renewal commissions beginning in year two Performance-based incentive trips to exciting destinations for top producers. Qualifications Experience in Finance and Investments Strong personal and professional network Motivation to build an independently owned client base Appropriate licensing, including state life and health; FINRA Series 6, 7, or 66 are preferred Strong analytical and problem-solving skills Excellent communication and relationship-building abilities Ability to work autonomously as well as within a team Preferred certifications: ChFC, CFP, CEPA, or CExP Bachelor’s or Master’s degree in Finance, Economics, or related field Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Capitol Wealth Strategies by 2x Get notified about new Financial Advisor jobs in
Austin, Texas Metropolitan Area . Austin, TX $80,000.00-$100,000.00 3 weeks ago Austin, TX $80,000.00-$100,000.00 3 weeks ago Operations Analyst (Financial Background/ Experience Required)
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Austin, TX $180,000.00-$200,000.00 2 weeks ago Head of Alternative Investments Due Diligence
Austin, Texas Metropolitan Area 1 day ago Austin, TX $60,000.00-$100,000.00 1 week ago Austin, TX $63,000.00-$108,000.00 5 days ago Austin, Texas Metropolitan Area $40,000.00-$60,000.00 5 months ago Austin, TX $27,000.00-$125,000.00 2 weeks ago Cedar Park, TX $60,000.00-$200,000.00 3 weeks ago Austin, TX $100,000.00-$120,000.00 1 week ago United States $140,000.00-$200,000.00 1 week ago BCG Platinion| Consultant, Risk Management
Austin, TX $95,000.00-$140,000.00 4 weeks ago Senior Financial Analyst (Hanger Supply Chain)
Austin, Texas Metropolitan Area 5 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr