Senior Wealth Advisor for High-Net-Worth Clients

University Federal Credit Union; Austin (TX); On-site; USD 95,000 - 150,000; Full time

Job summary

University Federal Credit Union is seeking a Wealth Advisor in Austin, TX to build strong relationships with high-net-worth members through comprehensive financial planning and personalized service. You will analyze client financials, recommend investment strategies, and conduct ongoing reviews while supporting growth through community engagement.

The role requires deep knowledge of wealth planning, investment products, and regulatory awareness, plus strong communication and planning

Qualifications

• Advanced knowledge of financial planning concepts including wealth accumulation and tax efficiency.
• Strong knowledge of investment products, markets, and related tax considerations.
• Ability to translate complex financial information into personalized recommendations.
• Proven ability to build and maintain client relationships and present clearly.

Responsibilities

• Engages high-net-worth clients to deepen relationships and cross-sell banking/investment services.
• Provides comprehensive financial planning and investment advice tailored to client goals.
• Drives practice growth through business development and community visibility.
• Reviews client accounts regularly and updates plans based on life events and market changes.
• Collaborates with Credit Union leaders to implement client-centered strategies.

Skills

Financial planning

Investment planning

Relationship management

Public speaking

Excel basics

Education

High school diploma or equivalent

FINRA Series 7 and Series 66/65 licenses

Life and Health Insurance licenses

Tools

Microsoft Excel

Job description

University Federal Credit Union is seeking a Wealth Advisor in Austin, TX to build strong relationships with high-net-worth members through comprehensive financial planning and personalized service. You will analyze client financials, recommend investment strategies, and conduct ongoing reviews while supporting growth through community engagement.

The role requires deep knowledge of wealth planning, investment products, and regulatory awareness, plus strong communication and planning