Senior Wealth Advisor

Job Description

Job Description

Skyline Wealth Strategies

Austin, Texas | Full-Time | In-Office

Lead Families. Build Relationships. Create Legacy.

Skyline Wealth Strategies is seeking an experienced Senior Wealth Advisor to serve as a lead relationship manager for affluent and high-net-worth families.

This position is designed for an accomplished advisor who thrives in complex planning environments, builds lasting client relationships, and wants to contribute to a growing wealth management organization.

Skyline combines retirement income planning, life insurance, annuities, family-office-style coordination, and comprehensive wealth strategies into a unified client experience. Our advisors become trusted guides for families navigating retirement, wealth preservation, legacy planning, and major financial decisions.

Skyline Wealth Strategies provides a comprehensive, planning-led experience for families seeking coordinated financial guidance. The firm is building upon its established strengths in retirement income planning, insurance, annuities, and family-office-style service by expanding its broader wealth management capabilities.

Skyline operates within a performance-oriented environment that emphasizes measurable execution, professional accountability, client outcomes, and continuous improvement.

The Senior Wealth Advisor will serve as the primary advisor for assigned client families and lead the development and implementation of comprehensive planning strategies.

This is a leadership position for an advisor who wants to serve clients at an exceptional level, mentor other professionals, and contribute to the growth of an enduring wealth management organization.

Client Relationship Leadership

• Serve as the primary advisor for assigned client households
• Lead retirement planning, income planning, and strategic financial review meetings
• Develop deep, multigenerational client relationships
• Deliver an exceptional client experience through proactive communication, preparation, documentation, and follow-through
• Identify planning opportunities involving insurance, annuities, investments, retirement income, estate considerations, and legacy objectives

Wealth Management and Financial Planning

• Develop comprehensive financial planning strategies tailored to each client's objectives
• Help clients evaluate and implement appropriate wealth accumulation, retirement income, insurance, investment, and wealth preservation strategies
• Coordinate with custodians, investment partners, attorneys, tax professionals, insurance carriers, and other specialists as appropriate
• Support the continued development of Skyline's wealth management processes, planning standards, and advisory infrastructure
• Maintain accurate client records and planning documentation in accordance with internal and regulatory requirements

Insurance and Retirement Planning

• Design and implement life insurance strategies aligned with client planning objectives
• Develop annuity-based retirement income strategies
• Evaluate retirement income sustainability, longevity risk, liquidity needs, and wealth transfer considerations
• Coordinate insurance carrier relationships, application processing, and case implementation
• Monitor existing strategies and identify opportunities for updates based on changes in client circumstances

Business Development and Growth

• Convert qualified opportunities into long-term client relationships
• Generate new client assets and expand existing household relationships
• Participate in educational events, client appreciation programs, seminars, and referral-development initiatives
• Identify additional planning opportunities through comprehensive discovery and ongoing client engagement
• Contribute to production goals while maintaining a planning-led, client-first approach

Leadership and Mentorship

• Coach and mentor developing advisors and advisor-track professionals
• Reinforce Skyline's planning, documentation, compliance, and client experience standards
• Collaborate with operations, marketing, client service, and leadership functions
• Contribute to operational improvement and the development of scalable advisory processes

• Active Texas General Lines Life, Accident & Health Insurance License
• Active Series 65 or equivalent registration
• Minimum of five years of experience in financial advisory services, retirement planning, wealth management, insurance, or a related financial-services field
• Demonstrated success managing client relationships and delivering comprehensive financial planning solutions
• Strong retirement income planning experience
• Experience with life insurance, annuity planning, wealth accumulation, and wealth preservation strategies
• Strong communication, presentation, and relationship-management skills
• Commitment to a fiduciary mindset and client-first planning approach

• CFP® designation strongly preferred
• Experience serving affluent and high-net-worth families
• Demonstrated production and business-development history
• Experience leading, mentoring, or developing other financial professionals
• Familiarity with family-office-style planning and professional coordination

Base salary will be commensurate with experience , professional credentials, production history, and demonstrated advisory capabilities.

In addition to base salary, the position includes performance-based compensation opportunities tied to areas such as:

• Annuity production
• Life insurance production
• Wealth management growth

Senior Advisors currently participate in Skyline's Advisor Growth Track and begin with a 10% commission participation rate on eligible product sales and qualified production activities . Participation rates are designed to increase annually based on tenure, continued production, professional development, and fulfillment of program requirements.

Skyline's Advisor Growth Track is designed to recognize sustained production, tenure, leadership, and contribution to the organization. The model provides advisors with a structured path for increasing economic participation as they develop a durable client book and contribute to the firm's long-term growth.

Specific compensation mechanics, participation rates, eligibility requirements, vesting provisions, annual increases, and performance expectations will be governed by the final compensation plan and employment agreement.

Why Skyline Wealth Strategies?

• Comprehensive retirement income and insurance planning platform
• Established marketing and client acquisition capabilities
• Dedicated operational and client service support
• Family-office-style approach to serving affluent households
• Collaborative, planning-led environment
• Performance-oriented culture with measurable standards and accountability
• Opportunity to build a durable client book within a growing wealth management organization

Skyline Wealth Strategies welcomes conversations with experienced advisors who are passionate about helping families navigate retirement, wealth preservation, and legacy planning while building a meaningful long-term career.