National Wealth Management Firm seeks Senior Client Advisor in Austin, TX to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on high touch relationship management.
- Build and utilize a personal referral network to discover and onboard prospects
- Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services
- The team has lead generation from multiple channels fueling growth, as well as a designated Business Development Officer who will assist in uncovering leads for the Senior Client Advisor
- The firm offers robust resources with a top-tier investment platform, wealth and estate planning group, fiduciary/trust services, and commercial and private banking
- Requires 8+ years' of wealth management experience; CFA, CFP or MBA a plus
- Does not require bringing a book of business