Senior Client Advisor — UHNW Wealth Management
TWM Executive Search
National Wealth Management Firm in Austin, TX seeks a Senior Client Advisor to serve as primary contact for high-net-worth clients, delivering full wealth management services with a high-touch approach. This role builds referral networks, collaborates with Trust and Wealth Strategists, and leverages a premier investment platform and planning resources. 8+ years of wealth management experience is required; CFA/CFP/MBA a plus, and no pre-existing book of business is required. #J-18808-Ljbffr TWM Executive Search
Vacancy posted 2 days ago
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