About this opportunity
SKYLINE WEALTH STRATEGIES, LLC lists this Financial Advisor - Client Success opportunity in austin, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Title: Client Success Financial Advisor
Location: Austin, TX (On-site)
Employment Type: Full-Time, Exempt
Reporting to: KPI Culture. KPI execution determines performance
Compensation: $60,000+ base salary plus monthly commission
Benefits: Health, dental, vision, 401(k) with employer match, paid time off, paid holidays
Company Overview
Skyline Wealth Strategies, LLC is an Austin, Texas based Wealth Management company founded on the Promise of delivering Lifestyle, Confidence, and Fulfillment to our clients through personalized Family Office Wealth strategies and planning. Skyline’s verticals include Alternative Investments, Retirement Planning, Tax Planning, Private Equity, Estate Planning & Legacy Planning. Skyline serves High-Net Worth Families including Business Founders and Owners. The firm specializes in lifetime and generational planning and transitioning through the accumulation, preservation, and distribution phases of wealth management. We share our Core Values of Stewardship, Fulfillment and Legacy with our clients. Skyline’s Purpose is our Client’s Success. Our Founders Vision is Fulfillment for 1000 Families.
Position Summary
The Client Success Financial Advisor plays a key role in delivering high-quality service and proactive engagement to Skyline’s existing and new clients. This position focuses on client relationship management, portfolio and income plan oversight, pipeline execution, and compliance with 100% “In Good Order” (IGO) standards and processes.
The role requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a client-centered environment. This position provides an excellent career path for professionals seeking to advance in wealth management while developing deep product expertise.
Essential Duties & Responsibilities
Client Engagement & Service
Serve as the primary contact for annuity clients, ensuring a high level of trust and satisfaction.
Conduct regular service check-ins to review client income plans and financial objectives.
Provide education on annuity features, performance, and strategies.
Proactively communicate updates, changes, and recommendations to clients.
Portfolio & Income Plan Management
Maintain client portfolios and income plans in alignment with client goals.
Coordinate with carriers and internal teams to process reallocations, distributions, and policy updates.
Identify opportunities for optimization within client portfolio structures.
Pipeline & Operations Oversight
Manage annuity application pipelines, including transfers and funding processes.
Monitor case progress from submission through completion, addressing delays and NIGOs (Not in Good Order).
Support back-office functions to ensure efficient and accurate policy issuance.
Compliance & IGO Standards
Ensure 100% IGO submission for all client files and applications.
Monitor and review documentation for accuracy and compliance with carrier and regulatory requirements.
Maintain knowledge of industry regulations and carrier-specific guidelines.
Collaboration & Support
Partner with advisors, client experience teams, and operations staff to provide seamless service.
Prepare client review meeting materials, including updated summaries and reports.
Contribute to the improvement of internal workflows and service systems.
Key Performance Indicators (KPIs)
Weekly service check-ins and recapture bookings.
Annuity/life/alternative investments total assets gathered (TAG) per week.
Percentage of applications submitted In-Good-Order (IGO).
Timeliness of application processing and funding.
Client satisfaction scores (NPS/Google Reviews).
Service ticket resolution within required timelines.
Qualifications
CFP designation strongly preferred
Bachelor’s degree in finance, business administration, or related field preferred
Advisor licensing/certifications (Series, Insurance, CFP®) preferred or willingness to obtain.
2+ years of experience in financial services, client relationship management, or similar role.
Strong organizational skills with attention to detail and accuracy.
Excellent verbal and written communication skills.
Ability to manage multiple priorities and adapt quickly to new products and systems.
Familiarity with CRMs, Tech & AI platforms platforms preferred.
Compensation & Benefits
TTC: Total Target Compensation for years 1-2, $100-$150k
Includes Base salary commensurate with experience
Performance-based incentive structure and commission opportunities.
Health, dental, and vision insurance.
401(k) plan with employer matching contributions.
Paid time off and paid company holidays.
Continuing education support and career advancement opportunities.
Skyline Wealth Strategies is an Equal Opportunity Employer. We are committed to creating an inclusive workplace where all employees feel valued, respected, and supported.
Worksite address
austin, TX, 78716, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.