Senior Client Advisor UHNW Wealth Management
twm executive searchAustin, TX
Senior Client Advisor UHNW Wealth Management
twm executive searchAustin, TXSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)National Wealth Management Firm in Austin, TX seeks a Senior Client Advisor to serve as primary contact for high-net-worth clients, delivering full wealth management services with a high-touch approach. This role builds referral networks, collaborates with Trust and Wealth Strategists, and leverages a premier investment platform and planning resources. 8+ years of wealth management experience is required; CFA/CFP/MBA a plus, and no pre-existing book of business is required.
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Level
Senior L5
Location
Austin, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday