Capitol Wealth Strategies
Overview
Capitol Wealth Strategies – Austin, TX; a locally rooted, advisor-focused firm and a member of the Guardian Network, is looking for an experienced Financial Advisor ready to take the next step into leadership. As a
Managing Associate , you’ll continue growing your own successful practice while mentoring and developing a team of Financial Representatives. This hybrid role combines the autonomy of building your personal book with the opportunity to coach and shape the next generation of advisors. At CWS, you’ll have the tools, culture, and leadership support to make an impact, both in your own practice and across our growing team.
What You’ll Do
Grow your practice as a Financial Advisor while guiding others in building theirs
Coach and mentor Financial Representatives through one-on-one development and joint work
Lead training sessions on prospecting, financial strategies, product solutions, and systems
Help recruit new advisors aligned with our firm’s culture and target markets
Collaborate with leadership to shape strategy, identify market opportunities, and improve team performance
What We’re Looking For
Proven experience as a Financial Advisor (3+ years) with strong sales and client service skills
A desire to lead, mentor, and grow others while continuing to grow personally
Strong communication and interpersonal skills with the ability to motivate others
Ability to tailor coaching to each individual’s strengths, challenges, and learning style
Self-starter with strong organizational habits and a bias toward action
Familiarity with core products (life, disability, investments) and planning tools
Preferred Credentials
Life & Health License (required)
FINRA SIE, 7, and 66 or willingness to obtain
College degree or equivalent experience
Why CWS At Capitol Wealth Strategies, you’re not just a number—you’re part of a close-knit team that values independence, excellence, and community. We offer a culture of growth and transparency with the flexibility to design your path forward.
A proven training system and mentorship culture
Access to top-tier resources through Guardian
Collaborative, locally managed leadership
A focus on both personal and professional development
Health, dental, and vision insurance
401(k) with company match
Group Life and disability insurance
Renewals
Opportunities for advancement and leadership development
Ready to Lead While You Grow?
If you’re looking to build something bigger than yourself and help others do the same, we’d love to meet you.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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Operations Analyst (Financial Background/ Experience Required) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Managing Associate , you’ll continue growing your own successful practice while mentoring and developing a team of Financial Representatives. This hybrid role combines the autonomy of building your personal book with the opportunity to coach and shape the next generation of advisors. At CWS, you’ll have the tools, culture, and leadership support to make an impact, both in your own practice and across our growing team.
What You’ll Do
Grow your practice as a Financial Advisor while guiding others in building theirs
Coach and mentor Financial Representatives through one-on-one development and joint work
Lead training sessions on prospecting, financial strategies, product solutions, and systems
Help recruit new advisors aligned with our firm’s culture and target markets
Collaborate with leadership to shape strategy, identify market opportunities, and improve team performance
What We’re Looking For
Proven experience as a Financial Advisor (3+ years) with strong sales and client service skills
A desire to lead, mentor, and grow others while continuing to grow personally
Strong communication and interpersonal skills with the ability to motivate others
Ability to tailor coaching to each individual’s strengths, challenges, and learning style
Self-starter with strong organizational habits and a bias toward action
Familiarity with core products (life, disability, investments) and planning tools
Preferred Credentials
Life & Health License (required)
FINRA SIE, 7, and 66 or willingness to obtain
College degree or equivalent experience
Why CWS At Capitol Wealth Strategies, you’re not just a number—you’re part of a close-knit team that values independence, excellence, and community. We offer a culture of growth and transparency with the flexibility to design your path forward.
A proven training system and mentorship culture
Access to top-tier resources through Guardian
Collaborative, locally managed leadership
A focus on both personal and professional development
Health, dental, and vision insurance
401(k) with company match
Group Life and disability insurance
Renewals
Opportunities for advancement and leadership development
Ready to Lead While You Grow?
If you’re looking to build something bigger than yourself and help others do the same, we’d love to meet you.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Get notified about new Associate Financial Advisor jobs in
Austin, Texas Metropolitan Area .
Austin, TX $75,000.00-$85,000.00 1 month ago
Austin, TX $95,000.00-$120,000.00 3 hours ago
Austin, TX $78,200.00-$158,800.00 2 weeks ago
Travis County, TX $100,000.00-$110,000.00 2 weeks ago
Austin, TX $64,000.00-$96,000.00 5 days ago
Austin, TX $80,000.00-$100,000.00 3 weeks ago
Texas, United States $100,000.00-$171,000.00 2 weeks ago
Austin, TX $80,000.00-$100,000.00 3 weeks ago
Austin, TX $150,000.00-$200,000.00 2 weeks ago
Austin, TX $70,000.00-$90,000.00 4 days ago
Austin, TX $70,000.00-$90,000.00 2 days ago
Austin, Texas Metropolitan Area $130,000.00-$140,000.00 1 day ago
Operations Analyst (Financial Background/ Experience Required) 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