Senior Wealth Advisor – UHNW Growth & Planning Leader

Weaver; Austin (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Flexible scheduled time off

Continuing professional education opportunities

Job summary

Weaver is seeking a Senior Wealth Advisor in Austin, Texas, to join their Capital Advisory team. This role involves developing relationships with high net worth clients, expanding business opportunities, and mentoring staff. The ideal candidate will have a Bachelor's degree in a related field and significant sales success along with strong interpersonal skills. Weaver offers competitive health benefits, flexible scheduled time off, and opportunities for professional growth, fostering a collaborative workplace culture.

Qualifications

• Series 65 required.
• Proven ability to manage, mentor and develop staff.
• Excellent work references and record of successful achievement of sales goals.

Responsibilities

• Develop and execute business development strategies to generate new assets.
• Serve as primary contact for wealth management clients.
• Guide ongoing professional development of sales and marketing teams.

Skills

Proven sales success

Strong relationship management

Ability to build and maintain a book of business

Excellent interpersonal skills

Strong decision-making skills

Education

Bachelor's degree in Business, Finance, Economics or related field

Master's degree in Business Administration

Job description

Weaver is seeking a Senior Wealth Advisor in Austin, Texas, to join their Capital Advisory team. This role involves developing relationships with high net worth clients, expanding business opportunities, and mentoring staff. The ideal candidate will have a Bachelor's degree in a related field and significant sales success along with strong interpersonal skills. Weaver offers competitive health benefits, flexible scheduled time off, and opportunities for professional growth, fostering a collaborative workplace culture.