Financial Advisor – Georgetown, TX
Empower Wealth & Tax
At Empower Wealth & Tax, we believe every individual deserves a comprehensive, written financial plan tailored to their unique goals and lifestyle. Through our proprietary and holistic planning process, we specialize in guiding individuals through retirement and building lasting financial security.
As our firm continues to grow, fueled by an industry-leading marketing operation and a client-first reputation, we are seeking an experienced Financial Advisor to serve as the Lead Advisor at our Georgetown location—a unique leadership opportunity to make a meaningful impact from day one.
Compensation: $80,000 - $120,000
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Why This Opportunity Stands Out:
· No Prospecting Required: Our robust marketing engine fills your calendar so you can focus on what you do best—helping clients.
· Leadership Role: As the senior advisor, you’ll be a key decision-maker and mentor, helping shape the success of the Georgetown office.
· Ongoing Development: We provide the tools, training, and support to enhance your expertise and help you grow with us.
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What You’ll Do:
As the Senior Financial Advisor, you will lead client relationships and guide individuals and families through retirement and wealth planning. Your responsibilities will include:
· Lead Comprehensive Planning Meetings: Understand client goals and create customized financial plans.
· Deliver Holistic Solutions: Utilize a full toolbox—fee-based investments, fixed-indexed annuities, life insurance, and tax strategies.
· Cultivate Long-Term Relationships: Become the trusted advisor clients rely on throughout retirement.
· Implement Proven Systems: Follow and improve upon our planning process to ensure efficiency, clarity, and consistency.
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· Make a Difference: Help clients achieve peace of mind and long-term financial confidence.
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Ideal Candidate Will Have:
· Active Life and Health Insurance License and Series 65 or 66.
· Proven success in financial advising or retirement planning roles.
· Strong communication and consultative selling skills, especially with clients aged 50-75.
· A growth-oriented, coachable mindset and commitment to continual learning.
· Prior experience leading client meetings and building tailored retirement strategies.
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Ready to Take the Lead?
Don’t miss this chance to join Empower Wealth & Tax as a Senior Financial Advisor in Georgetown, TX—where your leadership, knowledge, and passion will shape the future of our clients and our firm.
This is an in-office position based in Georgetown, TX. Remote applicants will not be considered.
Empower Wealth & Tax is an equal opportunity employer. We value diversity and are committed to creating an inclusive workplace where everyone can thrive.
Full-time- ID: #54047999
- State: Texas Austin 73301 Austin USA
- City: Austin
- Salary: USD TBD TBD
- Showed: 2025-06-21
- Deadline: 2025-08-20
- Category: Accounting/finance