Job Description
About HWM Based in Austin, Texas and drawing on over 30 years in the industry, Halbert Wealth Management offers a highly positive, energetic, and entrepreneurial environment where team members can grow, innovate, and make a meaningful impact. Joining the team means working alongside experienced leadership dedicated to continual learning, thoughtful innovation, and long-term success for both clients and employees. Position Summary Halbert Wealth Management is seeking an experienced and client-focused Investment Advisor to join our growing Registered Investment Advisory (RIA) firm. This role is ideal for a professional who values independence, fiduciary responsibility, and delivering highly personalized wealth management solutions. As an Advisor, you will work directly with clients to develop and implement comprehensive financial strategies. You’ll operate within a well-built advisory framework that allows you to focus on client outcomes rather than back-office demands. Supported by an experienced team and established infrastructure, you’ll spend your time where it matters most—delivering thoughtful advice and building long-term client relationships. Key Responsibilities Build and manage long-term client relationships grounded in trust and fiduciary duty Construct and manage portfolios aligned with client objectives and risk tolerance Conduct ongoing portfolio reviews and client meetings Stay current on market trends, economic developments, and regulatory requirements Collaborate with internal team members to deliver a seamless client experience Assist in organizing client appreciation events and educational seminars. Qualifications 2+ years of experience in wealth management or financial advisory Series 65 required CFP®, CFA®, or progress toward designation preferred Strong understanding of financial planning and portfolio construction Excellent communication and relationship management skills High ethical standards and commitment to fiduciary principles What We Offer Competitive compensation structure Existing client opportunities Robust technology and investment platform Marketing and operational support Collaborative, growth-oriented environment Why Join Halbert Wealth Management? We are committed to delivering thoughtful, transparent, and client-first financial advice. Our team values professionalism, intellectual curiosity, and long-term relationships—both with our clients and within our firm. Pay: $70,000.00 - $100,000.00 per year Benefits 401(k) Dental insurance Health insurance Paid time off Professional development assistance Work Location: In person