You built the practice. The real question is what you own.
IronOak Wealth is an independent, fiduciary RIA in Cedar Park, Texas, building a firm advisors can own. We're looking for experienced financial advisors in Central Texas who want independence without working alone.
Why advisors join IronOak
- A defined path to ownership, tied to tenure and the growth of your book. Succession is planned inside the firm, years in advance.
- A full platform on day one: Schwab custody, compliance oversight and E&O, CRM, planning software, portfolio reporting, trading and rebalancing, plus a dedicated Planning Specialist.
- An in-house team in Cedar Park. Trading, planning and client service are down the hall, not in a ticket queue.
- Technology built around your week: one core platform, an AI meeting assistant, and our own intelligence layer, now in development, to prepare meetings and draft plan narratives.
- Flexibility. Our Cedar Park office is home base for client meetings, training and team time. Outside of that, you own your calendar.
- Insurance and annuity business runs through our affiliate, IronOak Partners.
What you'll do
- Serve as lead fiduciary advisor to your client families, from planning through retirement income.
- Move your clients over on a structured 90-day transition plan. Our operations team handles account opening and transfer paperwork.
- Run client portfolios on our five risk-tiered models, managed and rebalanced as a team, so your time goes to clients, not the trading desk.
- Meet one-on-one with the founder every month on the growth of your practice.
Who you are
- You manage $15M+ in client assets, and your clients chose you, not your firm's logo.
- Series 65 or 66, or able to register before you start. CFP® or a similar designation is a plus.
- Clean BrokerCheck record.
- Planning-led, not product-led.
- Based in or near Austin, Cedar Park, Leander, Round Rock or Georgetown.
Financial Advisor in cedar park at Unknown Company
This position is listed as full time and onsite.