💼 About This Role

You'll act as a Personal CFO for clients, designing and managing their wealth management Life Plan. You'll leverage internal teams to deliver exceptional client experiences and grow the Austin market. This role offers equity ownership opportunities and a path to Partner.

🎯 What You'll Do

• Lead client relationships as a Personal CFO for existing and new clients
• Design and implement wealth management plans aligned with clients' passions and purpose
• Develop and expand relationships within the community and with custodial retail branches
• Lead a local service team to ensure high client retention and satisfaction

📋 Requirements

• CFP®, CPA, CFA, or JD certification required
• 6+ years in financial or estate planning at a wealth management firm
• Expertise in estate, tax, retirement, insurance, and investment planning
• Unquestioned integrity and ability to thrive in a fast-paced environment

✨ Nice to Have

• Experience in a team-based wealth management environment
• Proven ability to develop client relationships in new markets
• Public speaking and community engagement experience

🎁 Benefits & Perks

• 🏖️ Minimum 3 weeks PTO starting Day 1
• 💰 Equity ownership opportunities for every employee
• 🏥 Fully paid medical, dental, vision for employees
• 📚 100% reimbursement for training, certifications, and licensing
• 👶 Paid parental leave (13 weeks birthing, 6 weeks non-birthing)

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Values in Action Self-Assessment· 15 min
2. 2Initial Recruiter Call· 30 min
3. 3Team Interview· 60 min