Senior Client Advisor

TWM Executive Search; Austin (TX); On-site; USD 120,000 - 170,000; Full time

Job summary

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.

Qualifications

• 8+ years wealth management experience.
• CFA, CFP or MBA a plus.
• Experience serving high-net-worth clients.

Responsibilities

• Build and utilize a personal referral network to onboard prospects.
• Partner with Trust and Wealth Strategists to deepen client relationships.
• Collaborate with the team and firm to leverage investment platform and planning resources.
• Does not require bringing a book of business.

Skills

Wealth management

Relationship management

Prospecting/Networking

Education

MBA (plus CFA/CFP)

Job description

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