Senior Wealth Manager

Search Masters, Inc.; Austin (TX); Presencial; USD 120 000 - 190 000; Tempo integral

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

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

Formação académica

CFP, CFA, CAIA, CPWA preferred

Descrição da oferta de emprego

Senior Wealth Advisor | Growing Wealth Management Practice

I'm partnering with a highly respected national public accounting and advisory firm that is seeking an experienced Senior Wealth Advisor to join its growing Wealth Management practice.

This is an outstanding opportunity for a seasoned wealth management professional who enjoys advising high-net-worth and ultra-high-net-worth individuals, families, trusts, and family entities while working within the resources and collaborative environment of a leading professional services firm.

What makes this opportunity stand out?

• Growing Wealth Management practice within a nationally recognized public accounting and advisory firm
• Opportunity to advise HNW and UHNW individuals, families, trusts, and family entities
• Serve as a trusted advisor and primary point of contact for key client relationships
• Work collaboratively with professionals across the firm to provide comprehensive solutions to clients
• Significant opportunity to expand and deepen existing client relationships
• Work closely with firm leadership and play an integral role in the continued growth of the practice
• Mentor and develop talented professionals
• Collaborative, relationship-driven culture with a strong emphasis on integrity and exceptional client service

Key Responsibilities:

• Develop, maintain, and expand relationships with HNW and UHNW clients
• Provide ongoing wealth planning, education, coaching, and strategic guidance
• Assist in the creation, delivery, and execution of complex financial plans
• Identify and develop new business opportunities through existing clients, referrals, networking, and centers of influence
• Build and manage a strong business development pipeline
• Develop and maintain meaningful COI relationships
• Mentor and develop team members
• Collaborate with firm leadership to execute strategic growth initiatives and enhance the client experience

Ideal candidates will have:

• 10+ years of wealth management experience
• Strong experience working with high-net-worth and ultra-high-net-worth clients
• Proven success in business development and relationship management
• Strong financial planning and wealth advisory experience
• Ability to build, develop, maintain, and transition a book of business
• Experience mentoring and developing professionals
• Strong business acumen, emotional intelligence, and decision-making skills
• Excellent interpersonal, communication, and presentation skills
• CFP, CFA, CAIA, and/or CPWA designation preferred
• Alternative investment experience is a plus

If you’re an experienced wealth management professional looking for a senior-level opportunity within a growing Wealth Management practice backed by the resources and relationships of a national public accounting and advisory firm, I’d welcome a confidential conversation.