Senior Client Advisor — UHNW Wealth Management
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
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.
We would love to welcome a new Senior Client Advisor — UHNW Wealth Management to our group in Austin, TX, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Client Advisor — UHNW Wealth Management role at TWM Executive Search, based in Austin, TX, United States.
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