What are the responsibilities and job description for the Associate Financial Advisor position at Watercolor Financial?
We are an established Austin wealth management firm, seeking an Associate Financial Advisor who wants to grow into leading—and ultimately owning—a successful advisory business. Our clients are thoughtful, engaged, and often philanthropic. They are people who value advice and long-term relationships.
Our culture is independent, trusting, and flexible. We care deeply about our clients and about each other, and we give our team the autonomy to do great work.
We work closely with individuals and families to help them make wise financial decisions and live meaningful lives. This role is ideal for someone who enjoys both the analytical and personal sides of advising. This is a hybrid position (working in our office in the Arboretum area of Austin and remotely).
Role Overview
Support lead advisors in delivering financial planning and investment advice while building strong client relationships. Interest in networking and cultivating referral sources for new clients.
Key Responsibilities
- Support and participate in client meetings (second chair), capturing key insights and follow-ups
- Prepare financial plans, recommendations, and investment analyses
- Communicate with clients and coordinate with external advisors (CPA, attorney, etc.)
- Manage follow-up tasks and ensure execution of client plans
- Assist with client communications and ongoing engagement
Qualifications
- 2–5 years in financial planning or a related role
- CFP coursework completed or in progress
- Strong analytical, organizational, and communication skills
- High integrity and ability to manage multiple priorities
- This role requires obtaining or maintaining applicable securities licenses and registrations
- Self-motivated with the ability to manage your own day. Ability to take direction and independently follow through
- Entrepreneurial mindset with a desire to grow into leading an advisory practice
What We Offer
- Mentorship and hands-on training
- Exposure to all aspects of a client-focused practice
- Opportunity to develop into a lead advisor role, with potential for business leadership and ownership
- Competitive compensation with profit sharing and significant long-term financial opportunity
Interested? Apply here: https://bit.ly/4wgj945