Financial Planner

Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking a Financial Planner to join our team. At Oakwell, we pride ourselves on building relationships with our clients through education, integrity, collaboration, and commitment. We provide comprehensive, client-centered financial planning and investment management services. Our mission is to help clients navigate complex financial decisions with confidence. Find out more about the firm at oakwellpwm.com.

Salary and Benefits

• Base salary $90K-120K, plus quarterly bonus plan based on firm revenue


• Paid professional dues, continuing education, conferences, and training


• Fully remote position (with the expectation to travel to the Austin office 5-10x/year)


• Firm pays 75% of health care cost for employee


• 401(k) with company match


• Travel reimbursement


• 20 days of vacation plus PTO

Responsibilities

• Design and implement detailed financial planning solutions focused on retirement, investments, cash flow planning, multi-year tax planning, asset protection and estate planning.


• Prepare in-depth financial analysis for clients that consider their specific preferences, values, goals, and priorities with a vision to accomplish the client’s personal and financial goals.


• Coordinate with outside professionals to implement financial planning on behalf of clients and ensure the highest level of service.


• Integrate investment solutions with our Investment Team through coordination of asset allocation, cash needs, charitable giving, and impact goals.


• Coordinate with Client Service Team


• Commit to a culture that supports continuing education and team development


• Participate in vetting new technology for the firm


• Develop and implement financial planning systems and processes


• Coordinate with six advisors to develop personalized financial plans for a range of clientele

Qualifications

• 5 years plus experience in wealth management/financial planning


• CFP® designation required.


• Experience with complex financial plans including equity compensation, tax planning, and estate strategies


• Excellent written and verbal communication skills demonstrating professionalism


• Detail oriented and ability to manage your own time well


• Self-starter with a commitment to ongoing learning


• Ability to travel 5-10 times per year to Austin, TX for internal meetings and occasional client meetings


• Experience with our custodian and software is not required, but will be a plus: Wealthbox, Orion, ALX, Money Guide Pro, Holistiplan, Income Lab, Sharefile

The Process

Qualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be asked to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.