Sr. Financial Advisor -Austin, TX

About the job Sr. Financial Advisor -Austin, TX


Senior Financial Advisor -Austin, TX

FinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a confidential Senior Financial Advisor opportunity focused on high-net-worth wealth management and business development. This role is ideal for an experienced wealth management professional who excels at building trusted client relationships, attracting assets, and delivering comprehensive financial planning and investment solutions. The opportunity offers access to strong referral channels, collaborative banking partnerships, and a growing Central Texas market.

Why this opportunity?

• Culture: Relationship-driven, collaborative, client-focused environment that values professionalism, strategic thinking, and long-term client success.

• Workplace: Hybrid in Austin, TX

• Function: Develop and grow high-net-worth client relationships while providing investment advisory, wealth planning, retirement, estate, and business succession guidance.

Requirements:

• Bachelor's degree or equivalent professional experience
• Minimum 8 years of experience as a Financial Advisor, Wealth Advisor, Investment Advisor, or similar role
• Demonstrated success building and expanding a book of business
• Experience advising affluent and high-net-worth individuals and families
• Strong business development, prospecting, and relationship management skills
• Deep understanding of investment management and financial planning principles
• Active Series 65 license or ability to obtain shortly after hire
• Ability to travel throughout the Central Texas market
• CFP® certification preferred
• CFA designation preferred
• Experience within a bank-affiliated wealth management platform preferred
• Familiarity with estate planning concepts, wealth transfer strategies, and business succession planning
• Experience working with business owners, executives, and entrepreneurs preferred

Description:

• Develop and manage relationships with high-net-worth and ultra-high-net-worth clients
• Lead business development initiatives to attract new assets and expand market presence
• Conduct client discovery meetings and assess financial goals, risk tolerance, and planning needs
• Present customized investment and wealth management strategies aligned with client objectives
• Coordinate with commercial banking, private banking, and other internal partners to identify opportunities and deliver comprehensive solutions
• Maintain relationships with attorneys, CPAs, business advisors, and other centers of influence
• Analyze client financial situations and recommend investment, retirement, estate, and wealth transfer strategies
• Guide clients through liquidity events, business transitions, retirement planning, and succession planning initiatives
• Collaborate with portfolio management, financial planning, and client service teams to ensure a high-quality client experience
• Maintain knowledge of market conditions, investment products, regulatory requirements, and industry trends
• Manage client relationships with a focus on retention, growth, and long-term trust