Senior Wealth Advisor — Partner Track + Equity Growth

Thorndale Partners

Austin (TX)

On-site

USD 150,000 - 350,000

Full time

14 days+

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Job summary

Thorndale Partners in Austin, Texas seeks a Senior Wealth Advisor to join as Partner in a growth and succession-focused opportunity. The role targets entrepreneurial advisors with established client relationships and a path to equity ownership.

You will build on your HNW/UHNW client base with institutional support, expand service capabilities, and contribute to long-term ownership and enterprise growth.

Qualifications

  • Established experience as a Financial Advisor or Wealth Advisor.
  • Proven success directly managing HNW/UHNW client relationships.
  • Existing client base with transferable assets; emphasis on advisory expertise.
  • Entrepreneurial mindset with interest in long-term growth and partnership.

Responsibilities

  • Manage and deepen relationships with HNW/UHNW individuals, families, and business owners.
  • Provide comprehensive financial planning, investment management, and wealth transfer strategies.
  • Grow your existing client base through referrals and firm-supported business development.
  • Participate in established practice succession and client transition opportunities.
  • Collaborate with internal specialists to deliver sophisticated, customized wealth management solutions.
  • Contribute to the firm's long-term growth and partnership culture.

Skills

HNW/UHNW client relationships
Entrepreneurial mindset
Wealth management experience

Education

Job description

Thorndale Partners in Austin, Texas seeks a Senior Wealth Advisor to join as Partner in a growth and succession-focused opportunity. The role targets entrepreneurial advisors with established client relationships and a path to equity ownership.

You will build on your HNW/UHNW client base with institutional support, expand service capabilities, and contribute to long-term ownership and enterprise growth.

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