Senior Wealth Advisor - Hybrid, High Net Worth

HUB International

Austin (TX)

Hybrid

USD 180,000 - 220,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k) plus match

Company Paid STD

Life Insurance

Parental leave

Unlimited PTO

Hybrid schedule

Travel: Local travel to clients

Job summary

HUB International in Austin seeks a Senior Wealth Advisor to partner with referral networks and prospective clients, crafting comprehensive wealth plans and coordinating with HUB Investment Partners. The role emphasizes client-focused planning, relationship building, and driving growth for high net worth clients.

Requirements include 7+ years in financial services, a Bachelor’s degree, and Series 65 or CFP certification.

Qualifications

7+ years of experience in the financial services industry.
Bachelor’s degree in business or related field.
Series 65 or CFP certification required.
Strong interpersonal and communication skills and client-facing experience.

Responsibilities

Lead client meetings to develop comprehensive wealth plans aligned with client goals.
Prospect via referral partners to generate new opportunities and grow assets.
Present HUB Investment Partners services to referral partners and clients.
Collaborate with wealth advisory and partner firms to meet client needs.
Mentor associates and drive ongoing team development.