Posted 06/02/2026
Job Number: 16791

Director of Advisory

Austin, Texas Onsite

Industry:  Financial Services

Job Category: Wealth Management

Job Type:  Direct Hire

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Job Description

Position Title: Director of Advisory

The Director of Advisory leads a high-performing team of financial advisors, ensuring accountability and alignment with organizational goals. This role is pivotal in shaping the advisory function and fostering a culture of deep, holistic planning. The successful candidate will possess strong leadership skills and a comprehensive advisory background. A commitment to excellence and a passion for financial planning are essential. This position requires effective collaboration with the CEO and a proactive approach to team management. The ideal candidate will thrive in a detail-oriented environment and be dedicated to client service.

Salary Range: $170,000 – $225,000 / Year DOE

Director of Advisory Responsibilities:

  • Lead and manage the advisory team of financial advisors
  • Hold advisors and the CEO accountable to established goals and processes
  • Instill and uphold the firm’s methodology of deep, holistic planning
  • Provide direct leadership, coaching, and mentoring to the planning team
  • Develop and implement a talent strategy, including hiring and training
  • Conduct team meetings with clear objectives and follow-through
  • Establish standards for planning processes and client service
  • Review team deliverables to identify areas for improvement
  • Optimize planning workflows and integrate with other firm functions
  • Maintain a small roster of high-impact client relationships
  • Collaborate on long-term planning strategies and service model design

Director of Advisory Requirements:

  • Active CFP designation for all advisor roles
  • RIA or comparable deep-planning experience is preferred
  • Proven leadership experience managing advisors and teams
  • Willingness to work onsite in College Station
  • Comfort with comprehensive planning across various financial considerations
  • Additional credentials such as CFA, CPA, or JD is preferred
  • Prior experience at firms like Fidelity, Schwab, or Vanguard is preferred

Benefits:

  • Employees are compensated semi-monthly
  • 401k matching program
  • Health insurance options with BCBS Texas
  • PTO accrual of 120 hours per year
  • Additional office closure on stock exchange holidays
  • Access to NAPFA Group Benefits

If you are a Director of Advisory looking to take the next step in your career, apply now! #LI-KJ1

Job ID: a0CUm00004PatPOMAZ

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