Wealth Advisor: ‑Net‑Worth Client Planning
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
UFCU is seeking a Wealth Advisor to build and maintain relationships with high-net-worth clients and their families. You will provide comprehensive financial planning, investment guidance, and personalized service, with ongoing reviews to meet goals.
You’ll collaborate with credit union leaders and engage in business development to grow the practice and programs. Responsibilities include assessing client needs, recommending suitable financial products, and guiding families through generations
The Wealth Advisor:
High‑Net‑Worth Client Planning position in the Finance, Sales field is open for applications.
We appreciate your interest in this position.
Join UFCU and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Advisor:
High‑Net‑Worth Client Planning role at UFCU, based in Austin, TX, United States.
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