Senior Wealth Advisor for HNW/UHNW Clients

Search Masters, Inc.; Austin (TX); Sur place; USD 120 000 - 190 000; Plein temps

Résumé du poste

Search Masters, Inc. is seeking a Senior Wealth Advisor to join a growing wealth management practice serving high-net-worth and ultra-high-net-worth individuals, families, trusts, and family entities.

You will be the trusted advisor and primary contact, collaborating across the firm to deliver comprehensive solutions and expand client relationships while mentoring junior professionals. This is a senior-level opportunity backed by a respected advisory firm.

Qualifications

• 10+ years in wealth management or related advisory role.
• Strong financial planning and wealth advisory experience.
• Ability to build and transition a personal book of business.
• Experience mentoring professionals.
• Excellent communication and presentation skills.

Responsabilités

• Develop and expand relationships with HNW and UHNW clients.
• Provide ongoing wealth planning, education, and strategic guidance.
• Create and deliver comprehensive financial plans.
• Identify new business opportunities and manage a strong pipeline.
• Collaborate with firm leadership to drive growth initiatives.
• Mentor team members and strengthen client service.

Connaissances

10+ years wealth management

HNW and UHNW client service

Business development

Relationship management

Financial planning

Book of business development

Mentoring teammates

Strong interpersonal skills

Communication & presentation

Emotional intelligence

Formation

CFP, CFA, CAIA, CPWA preferred

Description du poste

Search Masters, Inc. is seeking a Senior Wealth Advisor to join a growing wealth management practice serving high-net-worth and ultra-high-net-worth individuals, families, trusts, and family entities.

You will be the trusted advisor and primary contact, collaborating across the firm to deliver comprehensive solutions and expand client relationships while mentoring junior professionals. This is a senior-level opportunity backed by a respected advisory firm.