Senior Wealth Advisor for High-Net-Worth Clients
University Federal Credit Union
University Federal Credit Union is seeking a Wealth Advisor in Austin, TX to build strong relationships with high-net-worth members through comprehensive financial planning and personalized service. You will analyze client financials, recommend investment strategies, and conduct ongoing reviews while supporting growth through community engagement. The role requires deep knowledge of wealth planning, investment products, and regulatory awareness, plus strong communication and planning #J-18808-Ljbffr University Federal Credit Union
Vacancy posted 1 day ago
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