Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Websites
Timeline
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Will Tipps, CFP®
Open To Work

Will Tipps, CFP®

Austin

Work Preference

Job Search Status

Open to work
Desired start date: Flexible

Desired Job Title

Financial AdvisorLead AdvisorWealth Management AdvisorWealth Planning ManagerWealth Management Consultant

Work Type

Full Time

Location Preference

RemoteOn-Site
Location: Austin, TX
Open to relocation: No

Salary Range

100000/yr - 200000/yr

Important To Me

Career advancementWork-life balanceCompany CulturePersonal development programsHealthcare benefitsWork from home optionPaid time offTeam Building / Company Retreats401k matchStock Options / Equity / Profit SharingFlexible work hoursPaid sick leave

Summary

CFP professional and wealth advisor with experience delivering comprehensive financial planning to individuals and families. Skilled in retirement planning and tax-efficient strategies, with a strong focus on long-term client relationships and fiduciary guidance. Experienced working in a team-based RIA environment to support holistic wealth management solutions.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Wealth Planning Associate

Austin Asset
Austin, TX
09.2024 - 05.2026
  • Supported 7 lead advisors in overseeing management of 107 households.
  • Developed comprehensive financial plans aligning with client objectives and risk tolerance.
  • Gather, organize, and analyze client financial data to inform planning recommendations.
  • Collaborated with cross-functional teams to enhance investment strategies and portfolio performance.
  • Strengthen long-term client relationships through consistent service, communication, and follow-up.

Account Manager

HackNotice
Austin, TX
12.2023 - 07.2024
  • Managed 53 B2B relationships, several of which were Fortune 500 companies, generating over $1.5 million in annual revenue.
  • Grew total contract values to $2.9 million through strategic upselling and strengthening existing relationships, including signing customers to longer-term deals.
  • Developed customized solutions, increasing client loyalty and satisfaction.

Vice President, Financial Consultant

Charles Schwab
Austin, TX
10.2021 - 10.2023
  • Managed a book of business of 300 households worth over $450 million.
  • Maintained and acquired additional assets through strong client relationships.
  • Utilized Salesforce CRM for documenting client interactions and managing pipeline opportunities.

Business Development Manager

Modis
Austin, TX
01.2021 - 10.2021
  • Prospected and acquired job orders with new and existing clients in the IT space.
  • Maintained 10+ active job orders and worked with recruiters to meet client expectations.
  • Tracked client interactions using Bullhorn CRM.

Inside Sales Representative

The Heyl Group
Austin, TX
01.2020 - 01.2021
  • Engaged with prospects by making over 50 calls daily to assess their interest in purchasing or selling residential properties.
  • Fostered teamwork to enhance client acquisition efforts and streamline residential real estate transactions.
  • Utilized Salesforce CRM to manage leads and follow-ups.

Senior Associate/District Manager/Associate

49 Financial
Austin, TX
12.2014 - 11.2019
  • Closed new business and produced over $200,000 in revenue in 2019.
  • Managed and developed a team of 18, focusing on data metrics and business growth.
  • Built a client base of 100+ households and managed over $10 million in assets.

Education

Bachelor of Arts - Finance

Texas A&M University
College Station, TX

Skills

  • Comprehensive financial planning
  • Retirement income planning
  • Tax-efficient financial strategies
  • Client relationship management
  • Presentation and communication
  • Teamwork and collaboration

Certification

  • CFP - Certified Financial Planner

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Websites

Timeline

Wealth Planning Associate

Austin Asset
09.2024 - 05.2026

Account Manager

HackNotice
12.2023 - 07.2024

Vice President, Financial Consultant

Charles Schwab
10.2021 - 10.2023

Business Development Manager

Modis
01.2021 - 10.2021

Inside Sales Representative

The Heyl Group
01.2020 - 01.2021

Senior Associate/District Manager/Associate

49 Financial
12.2014 - 11.2019

Bachelor of Arts - Finance

Texas A&M University

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