Client Advisor
TWM Executive Search
National Wealth Management Firm seeks Senior Client Advisor in Austin, TX to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on high touch relationship management. Build and utilize a personal referral network to discover and onboard prospects Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services The team has lead generation from multiple channels fueling growth, as well as a designated Business Development Officer who will assist in uncovering leads for the Senior Client Advisor The firm offers robust resources with a top-tier investment platform, wealth and estate planning group, fiduciary/trust services, and commercial and private banking Requires 8+ years' of wealth management experience; CFA, CFP or MBA a plus Does not require bringing a book of business #J-18808-Ljbffr
Vacancy posted 2 hours ago
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