Senior Wealth Advisor

Senior Wealth Advisor

Skyline Wealth Strategies | Austin, Texas

Build a Meaningful Career. Lead Meaningful Client Relationships.

Skyline Wealth Strategies is seeking an experienced, relationship-driven Senior Wealth Advisor to join our growing team.

This is an opportunity for an advisor who wants to focus on helping families navigate retirement, wealth preservation, income planning, legacy planning, and long-term financial decision-making while leveraging an established platform, proven client experience, strong operational support, and a consistent flow of qualified opportunities.

The ideal candidate is a confident communicator, trusted client advocate, and experienced planner who is capable of developing deep relationships, leading client engagements, driving business development, and ultimately progressing into first-chair relationship leadership.

About Skyline Wealth Strategies

Skyline Wealth Strategies provides comprehensive retirement, investment, insurance, and wealth-planning solutions for individuals and families seeking long-term financial confidence.

Our approach combines:

• Retirement income planning
• Wealth management
• Investment advisory services
• Insurance and risk management
• Tax-aware planning strategies
• Legacy and estate planning coordination
• Family-office-style client service

Our advisors are supported by a collaborative team environment, dedicated operations professionals, marketing support, and a growing platform designed to help advisors succeed.

Position Overview

The Senior Wealth Advisor serves as a key client-facing leader within the firm.

This role is responsible for developing and strengthening client relationships, delivering planning recommendations, identifying opportunities, driving implementation, and contributing to overall firm growth.

The Advisor will initially work closely with Skyline leadership while becoming immersed in the firm's planning methodology, client experience model, service standards, and production processes.

As proficiency and leadership increase, the Advisor will assume greater responsibility for client relationships, business development, production, and team leadership.

Key Responsibilities

Client Relationship Management

• Lead client meetings and financial reviews
• Develop trusted advisor relationships with client families
• Deliver retirement, investment, insurance, and wealth-planning recommendations
• Coordinate planning strategies across multiple financial disciplines
• Guide clients through implementation and ongoing service activities
• Maintain exceptional client experience standards
• Strengthen and expand relationships within existing households

Business Development & Growth

• Identify needs and opportunities through comprehensive planning conversations
• Participate in educational events and client-engagement programs
• Convert qualified opportunities into new business
• Develop referrals from satisfied client families
• Contribute meaningfully to firm growth while maintaining a client-first approach
• Support production objectives and relationship expansion initiatives

Leadership

• Mentor developing advisors and advisor-track professionals
• Work effectively within Skyline's Senior Advisor + Associate Advisor team model
• Contribute to firm best practices and planning standards
• Support operational improvement initiatives
• Help develop the next generation of Skyline advisors
• Demonstrate the leadership required to take full command of an Advisor Pair and client book

Required Qualifications

• Active Texas General Lines Life, Accident & Health Insurance License
• Active Series 65 registration or equivalent qualification appropriate for the role
• Five or more years of advisory, retirement-planning, wealth-management, insurance, or financial-services experience
• Demonstrated success working directly with clients
• Strong retirement-income-planning experience
• Experience with insurance and annuity planning
• Excellent communication and relationship-management skills
• Strong organizational and follow-through discipline
• Ability to learn and operate within a structured client-service and production system
• Commitment to fiduciary-based planning and strong client outcomes

Preferred Qualifications

• CFP® designation
• Experience serving affluent and high-net-worth families
• Demonstrated production success
• Leadership or mentoring experience
• Experience within an RIA, wealth-management, retirement-planning, or family-office environment
• Experience working across both insurance and investment solutions
• Demonstrated ability to lead complex client meetings and earn trusted-advisor status

Compensation & Benefits

Skyline offers a highly competitive total compensation package designed to reward client leadership, production, business development, relationship growth, retention, and long-term contribution to the firm.

The package includes:

• Competitive base salary
• Production-based incentive compensation
• Meaningful upside as the Advisor assumes greater ownership of client relationships and production
• 401(k) retirement plan
• Medical insurance
• Dental insurance
• Vision insurance
• Paid time off
• Professional development and training support
• Additional firm-sponsored benefits

Total Target Compensation

For a successful Senior Wealth Advisor, Skyline expects a strong six-figure compensation opportunity.

Year 1 Total Target Cash Compensation: Approximately $150,000-$250,000+

Year 2 and Beyond: $200,000+ , with significant additional upside for Advisors who consistently meet or exceed Skyline production, client-leadership, relationship-management, and business-development expectations.

Actual compensation will vary based on experience, production, responsibilities, business-development results, and the pace at which the Advisor progresses into full first-chair relationship leadership.

How the Opportunity Develops

The first year is intentionally designed as a transition and development period.

The Senior Wealth Advisor will initially work alongside Skyline leadership in a second-chair capacity, learning the firm's planning methodology, meeting process, client experience, production system, and relationship standards.

As the Advisor demonstrates the ability to independently:

• Lead client meetings
• Command household relationships
• Deliver comprehensive planning
• Convert qualified opportunities
• Manage implementation
• Grow production
• Expand relationships within existing households
• Develop referrals from satisfied client families
• Uphold Skyline's service standards

the Advisor transitions into full first-chair responsibility with increasing participation in the economics created.

Skyline's Compensation Philosophy

Greater Responsibility → Greater Production → Greater Participation → Greater Long-Term Opportunity

Specific compensation mechanics and individualized earning scenarios will be reviewed during the interview process.

Why Skyline Wealth Strategies?

• Established and growing wealth-management organization
• Strong marketing and client-acquisition platform
• Existing flow of qualified opportunities
• Dedicated operational and client-service support
• Comprehensive retirement, insurance, and wealth-management platform
• Family-office-style client experience
• Collaborative Advisor Pair model
• Defined path from second-chair development to first-chair leadership
• Leadership and mentoring opportunities
• Strong compensation and benefits package
• Long-Term Advisor Growth Track
• Opportunity to make a meaningful impact on client families
• Opportunity to build a meaningful long-term practice without starting from zero

Join Our Team

If you're passionate about helping families navigate retirement, wealth preservation, income planning, and legacy planning, and you're looking for an opportunity to step into an established platform, learn a proven client experience, assume meaningful relationship leadership, and build a rewarding long-term career, we'd like to hear from you.

Apply today to learn more about the Senior Wealth Advisor opportunity at Skyline Wealth Strategies.