RIA Recruiting
Operations / Client Service Associate
Austin, TX · Full-time
Sponsorship not specified$70k-$90kDetected 13 days ago
About the role
- Guiding Financial is a boutique RIA based in Austin, TX operating as a quasi-family office for ultra-high-net-worth families.
- We provide disciplined investment management grounded in evidence-based principles alongside comprehensive wealth planning, including tax, estate, cash flow, risk management, and philanthropy.
- Our key differentiator is focus: we intentionally serve fewer than ten families, allowing for deep relationships, high-touch execution, and fully integrated financial stewardship.
Responsibilities
- This position offers the opportunity to manage operations across the business.
Requirements
- If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm.
Compensation
- $70k-$90k
Benefits
- The salary range for this position will be $70K-$90K Health insurance stipend Profit sharing plan 401(k) after one year Defined Benefit plan PTO Great work atmosphere and opportunity to make a big impact
- As a small, entrepreneurial firm, we offer a dynamic and collaborative work environment where your contributions will have a big impact in a short period of time.
Company info
- We are dedicated to providing white-glove service and guidance to our clients as they navigate their daily finances and chart their futures.
Apply directly at RIA Recruiting →Create a free account for alerts like thisView RIA Recruiting immigration profile
This listing is sourced directly from RIA Recruiting's careers page and normalized into a canonical job model.