Senior Wealth Advisor: Lead Families & Legacy Planning
SKYLINE WEALTH STRATEGIES, LLC
Skyline Wealth Strategies in Austin, Texas is seeking a Senior Wealth Advisor to lead client relationships for affluent families and drive comprehensive planning. The role focuses on retirement income planning, life insurance, annuities, and family-office–style coordination to deliver a unified client experience. The successful candidate will mentor junior professionals, contribute to firm growth, and uphold fiduciary client-first standards in a performance-oriented environment. #J-18808-Ljbffr SKYLINE WEALTH STRATEGIES, LLC
$150k - $250k
...Senior Wealth Advisor Skyline Wealth Strategies | Austin, Texas Build a Meaningful Career. Lead Meaningful Client Relationships. Skyline Wealth... ...to focus on helping families navigate retirement,... ...wealth preservation, income planning, legacy planning, and long-term...SeniorWork at office- Charles Schwab seeks a Senior Family Dynamics Specialist to advise ultra-high net worth families on governance and wealth planning. You will facilitate discussions, guide strategic decisions... ..., and support family harmony and legacy in a complex, cross-functional...SeniorRemote workFlexible hours
- 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... ...thrives in complex planning environments,...SeniorFull timeWork at office
- ...also in their ability to lead balanced, integrated... ...Position ProfileWeaver Capital Advisors, LLC is seeking talented... ...our services include wealth management and wealth planning.The Senior Wealth Advisor works... ...net worth individuals, families, trusts, and family entities...SeniorFull timeFlexible hours
- ...is a client-centered wealth management firm serving... ...individuals and families. We bring together investment... ..., financial planning, tax strategy, and estate... ...and leave a meaningful legacy. We are a close-knit,... ...’d love to connect! Senior Financial Advisor Are you ready for...SeniorPermanent employmentWork at office
- ...insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave... ...on their team including the investment advisor, wealth strategist, financial planner, trust administrator...SeniorImmediate startDay shift
- ...Foundation seeks a Sr. Director of Major Gifts to lead the major-gifts function and drive... ...steward high-value donors across individuals, families, corporations, and foundations. The position emphasizes strategic planning, donor strategy development, and executive-level...Senior
$25 per hour
.... The SBA Franchise Development Officer Senior is responsible for managing the existing... ...to support the line of business and job family. Tasks included are training, administrative... ...skills with attention to detail, planning and follow-up Ability to work independently...SeniorRemote jobWork at officeWork from homeFlexible hours$128.9k - $157.5k
...(k) by BECU Medical, Dental and Vision (family contributions as well) PTO Program + Exchange... ..., loan loss forecasting, capital plans and stress testing. The Sr Statistical Modeling... ...models under the direction of senior level peers and leadership. Research and...Senior- Catalyst Family Office, based in Austin, TX, seeks a Tax Senior Manager to lead tax engagements for ultra-affluent clients. The role emphasizes planning, multi-stream management, and collaboration with leaders across services including EMFR, philanthropy, and estate planning...SeniorFull timeWork at officeRemote work
- ...Classification: Experienced Education: Job Family: Construction Compensation: Salaried... ...Responsibilities: Conduct scheduling activities while leading, managing, and supervising project... ...projects, Communicate project execution plan, monitor performance against original...SeniorPermanent employmentContract workTemporary workFor contractorsWork at officeRemote workLong distance
$133.63k - $173.72k
SOLV Energy is a leading provider of infrastructure services to the... ...Description Summary: The Senior Commissioning Manager - Sr. CPM... ...ownership, integrated commissioning planning, milestone visibility, cross-... ...: Employees (and their families) are eligible for medical,...SeniorRemote jobHourly payContract workWork at office$180k - $220k
...and automation challenges. As a Senior Partner Development Manager, you will lead the growth of NI's business... ...Americas. Create and execute business plans that align partner growth... ...benefits plans to meet you and your family’s physical, mental, financial, and...SeniorLocal areaRemote workFlexible hours$120k - $160k
...Roads & Highways team in Texas as a Senior Roadway Engineer/Task Lead on various Highway and Roadway... ...functions of production coordination, planning, organizing, directing, controlling,... ...anyone in the company, AtkinsRéalis family of companies, we explicitly reserve...SeniorFull timeTemporary workLocal areaFlexible hours$79k - $125k
...where your passions, work, and family & friends can overlap. We want... ...who enjoys being a trusted advisor to clients, is a resourceful self... ...Responsibilities Financial Planning and Analysis, including forecasting... ...and Purchase Accounting Lead and manage projects while coordinating...SeniorFull timeContract workWork experience placementLocal areaFlexible hours$120k - $160k
...Authority (CTRMA) GEC Team in Austin, TX as a Senior Engineer/Task Lead on various Roadway projects and... ..., production coordination, planning, organizing, directing, and financial... ...to anyone in the company, AtkinsRéalis family of companies, we explicitly reserve the...SeniorTemporary workFlexible hours$95.55k - $195.25k
...do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations... ...Responsibilities include:Support project planning (workplans, milestones) and deliver... ...and drive action plans, and assist with legacy system decommissioningCollaborative and...SeniorWork at officeLocal areaVisa sponsorship$350k
...others the basics of financial planning and making a positive... ...everyone you meet? If so, the Wealth Advisor II role might be for you!At... ...part of Frost’s over 150-year legacy of providing unparalleled banking... ...know our clients and their families on a deeper level, so you...Full time- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will...Senior
$200k
...Job Title Sr. Wealth Advisor Compensation $200,000 per year (2-year... ...& Private Wealth (RPW) We lead our communities with... ...others Job purpose As a Senior Wealth Advisor, you will work... ...create comprehensive wealth plans that include a coordinated financial...SeniorFull timeWork experience placementLocal area- Whittier Trust is seeking a senior trust officer/relationship executive to grow awareness of its high-touch wealth management model for high-net-worth clients. Travel to call... ...teams on fiduciary, investment, and estate planning services. The ideal candidate has a deep...Senior
- ...’t just a job, it’s a chance to lead progress, drive meaningful impact, and leave a legacy of smarter, more connected transportation... ...the world. In the role of Senior Transportation Engineer, we'll... ...management, transportation planning, site planning, preparation of concept...SeniorFull timeWork at office
$132.4k - $251.6k
...With our three market leading businesses, world-class... ...Transformation) Team is seeking a Senior GTS Configuration Lead... ...migration from legacy systems to new... ...employees Generous 401(k) plan that includes employer... ...Health, fertility, and family planning Adoption Assistance...SeniorPermanent employmentTemporary workWork experience placementWork at officeRemote workWork from homeFlexible hours$124k - $280k
...HCM Consultant you will lead client-facing... ...enabled transformation. As a Senior Manager you will lead large... ...serve as a strategic advisor through complex situations... ...workstreams from planning through implementation... ...vacation, personal and family sick leave, and more. To...SeniorFull timeH1b- Kimbrough Family Law in Austin seeks a Managing Attorney to lead the firm’s family law practice in a hybrid role. You will work closely with the Founder and... ...admission. Responsibilities include mentoring, strategic planning, and overseeing case management to ensure...Senior
$64.2k - $116.4k
...various account decisions, annual planning, financial performance... ...In the Engagement Business Advisor (EBA) - Senior Associate role, you will be... ...operational, or compliance risk. Lead and coordinate client and... .../Summer breaks, Personal/Family Care, and other leaves of absence...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hours$105.26k - $205.28k
...position in Austin, TXPosition SummaryThe Lead Strategic Program Manager is a senior individual contributor within... ...reporting, resource and investment plans, and scalable operating frameworks. The incumbent serves as a trusted advisor who brings financial and...SeniorFull timeWork experience placementLocal area- HUB International in Austin seeks a Senior Wealth Advisor to partner with referral networks and prospective clients, crafting comprehensive wealth plans and coordinating with HUB Investment Partners. The role emphasizes client-focused planning, relationship building, and...Senior
$150k
...BCG delivers solutions through leading-edge management consulting... ...people and technology. As a Senior AI Tech Architect, you will collaborate... ...and business continuity planning.Next gen capabilities (e.g.... ...our employees and their families need to be well and live life...SeniorContract workWork at officeLocal area- IDEA Public Schools is hiring a School Counselor to lead the campus family engagement vision, social-emotional learning programs, and coordination... ...relationships with students and families, data-driven planning, and campus-wide accountability. The counselor will drive engagement...
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