Wealth Advisor: High‑Net‑Worth Client Planning

UFCU; Austin (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

UFCU is seeking a Wealth Advisor to build and maintain relationships with high-net-worth clients and their families. You will provide comprehensive financial planning, investment guidance, and personalized service, with ongoing reviews to meet goals.

You’ll collaborate with credit union leaders and engage in business development to grow the practice and programs. Responsibilities include assessing client needs, recommending suitable financial products, and guiding families through generations

Qualifications

• Proven ability to manage wealth planning and investment strategies for high-net-worth clients.
• Strong communication and presentation skills for client meetings and seminars.
• Knowledge of regulatory requirements and financial industry practices.

Responsibilities

• Engage existing clients to deepen relationships and cross-sell banking, investment, and borrowing services.
• Develop client family relationships to support continuity across generations.
• Conduct periodic reviews and update financial plans to meet client objectives.
• Provide tailored financial product recommendations based on client goals and tax considerations.
• Collaborate with leadership to drive business development and community visibility.

Skills

Advanced financial analysis

Wealth planning

Relationship building

Investment planning

Public speaking

Communication skills

Excel

Education

FINRA Series 7/66 or 65 licenses

State Life and Health Insurance licenses

Certified Financial Planner designation (preferred)

High School Diploma or Equivalent

Tools

Microsoft Excel

Job description

UFCU is seeking a Wealth Advisor to build and maintain relationships with high-net-worth clients and their families. You will provide comprehensive financial planning, investment guidance, and personalized service, with ongoing reviews to meet goals.

You’ll collaborate with credit union leaders and engage in business development to grow the practice and programs. Responsibilities include assessing client needs, recommending suitable financial products, and guiding families through generations