Senior Wealth Advisor - UHNW Family Office (Equity Path)

International Search Consultants; Austin (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

International Search Consultants is seeking a Senior Wealth Advisor for an in-office opportunity serving markets including Austin and other major cities. The role focuses on UHNW clients within a multi-family office platform with holistic services beyond investment management.

The ideal candidate has a proven track record, 7+ years in wealth advisory, and credentials such as CFP/CFA/JD. Opportunity for equity and leadership within a growing firm.

Qualifications

• 7+ years of experience as a Wealth Advisor, Private Banker, or in a related advisory role.
• Strong track record of developing and maintaining UHNW client relationships.
• Ability to transition an existing client base is highly preferred.
• Deep understanding of investment management, estate/tax planning concepts, and holistic wealth planning.
• Excellent communication, relationship management, and leadership skills.
• CFP, CFA, JD, or other advanced credentials preferred.

Responsibilities

• Provide comprehensive wealth management and holistic planning services to ultra-high-net-worth clients.
• Advise on investment strategy, estate planning, philanthropy, and multi-generational family needs.
• Transition client relationships to the firm, leveraging its expanded platform and resources.
• Partner with internal specialists to deliver an integrated family office experience.
• Serve as a trusted relationship manager, acting as the central advisor for clients and their families.
• Contribute to the growth and direction of the firm through leadership and potential equity participation.

Skills

Client relationship management

Investment strategy

Holistic wealth planning

Leadership

Communication

Education

CFP/CFA/JD or equivalent

Job description

International Search Consultants is seeking a Senior Wealth Advisor for an in-office opportunity serving markets including Austin and other major cities. The role focuses on UHNW clients within a multi-family office platform with holistic services beyond investment management.

The ideal candidate has a proven track record, 7+ years in wealth advisory, and credentials such as CFP/CFA/JD. Opportunity for equity and leadership within a growing firm.