Position is remote but must be located in Austin, Texas.

This Is Not Your Average Client Services Coordinator Role – This Is Your Career Game-Changer.

If you want to accelerate your career in financial planning, wealth management, and RIA operations , this is your opportunity. Our Founder will take 20 years of hands-on experience across comprehensive financial planning, investment management, tax strategy, and multi-family office operations —and teach it to you in five.

This is firsthand mentorship from the CEO of a top-performing Registered Investment Advisor (RIA) firm. In five years, you’ll be semi-bulletproof in this industry—able to punch your own ticket anywhere. You’ll change the financial trajectory of your career and your life.

We are an elite, high-growth fiduciary advisory firm serving entrepreneurs, business owners, and executives with complex financial lives. Our team is disruptin...