Elite Wealth Advisor for HNW Planning & Growth

UFCU Financial Services, LLC; Austin (TX); Hybrid; USD 90,000 - 140,000; Full time

Job summary

UFCU Financial Services, LLC in Austin, TX seeks a Wealth Advisor to build and maintain relationships with high-net-worth Members through comprehensive financial planning, investment strategies, and personalized service.

You will analyze clients' financial situations, recommend suitable products, conduct reviews, and drive growth via community visibility and collaboration with UFCU leaders.

Qualifications

• Requires FINRA Series 7/66 or Series 65 licenses.
• Requires State Life and Health Insurance licenses.
• High school diploma or equivalent; bondable and able to pass background checks.

Responsibilities

• Builds and maintains relationships with high-net-worth Members.
• Analyzes client financial information and recommends appropriate products and strategies.
• Conducts periodic account reviews and ongoing financial planning for progress toward goals.
• Drives practice growth through business development and community visibility.

Skills

Advanced financial analysis

Relationship development

Public speaking

Communication skills

MS Office proficiency

Education

FINRA Series 7/66 or Series 65

State Life and Health Insurance licenses

Tools

Excel

Outlook

PowerPoint

Word

Adobe

Job description

UFCU Financial Services, LLC in Austin, TX seeks a Wealth Advisor to build and maintain relationships with high-net-worth Members through comprehensive financial planning, investment strategies, and personalized service.

You will analyze clients' financial situations, recommend suitable products, conduct reviews, and drive growth via community visibility and collaboration with UFCU leaders.