Wealth Advisor: ‑Net‑Worth Client Planning

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

Step into the Wealth Advisor:
High‑Net‑Worth Client Planning role at UFCU in Austin, TX, United States and grow with us.

We would love to welcome a new Wealth Advisor:
High‑Net‑Worth Client Planning to our organisation in Austin, TX, United States.

For the Wealth Advisor:
High‑Net‑Worth Client Planning position at UFCU, we are reviewing applications now.

Please review the full job details above before applying.