Summary of Purpose:

The position is responsible for ensuring that client financial assets are invested in a manner consistent with each client's investment policy statement and the firm's overarching investment philosophy. 

Essential Functions:

1. Execute trades on behalf of clients to ensure compliance with Investment Policy Statement.
2. Assist Wealth Management team with administrative duties related to investment policy. 
3. Proactively assist with meeting preparation, research, and data integrity.

• Series 65 (or CFP®/CFA) required to trade. If candidate lacks this requirement, we can work to support employee to attain the Series 65 once hired. Passing this exam would be a conditional requirement to maintain employment. 
• Strong knowledge of Excel and MS suite required.
• Experience with trading and research platforms preferred.
• Previous trading experience preferred.
• Self-motivated with high personal accountability.

About Austin Asset

Austin Asset is a fee-only registered investment advisor, based in Austin, Texas, with a 38-plus year history of private wealth management. Our mission is to bring clarity and purpose to wealth through authentic and enduring relationships. We strive to provide objective advice by assembling teams of professionals with broad knowledge and experience. We are committed to preserving our clients’ trust by advocating for their long-term interests.

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