Senior Client Advisor Job at TWM Executive Search, Austin, TX

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  • TWM Executive Search
  • Austin, TX

Job Description

National Wealth Management Firm seeks Senior Client Advisor in Austin, TX to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on high touch relationship management.

  • Build and utilize a personal referral network to discover and onboard prospects
  • Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services
  • The team has lead generation from multiple channels fueling growth, as well as a designated Business Development Officer who will assist in uncovering leads for the Senior Client Advisor
  • The firm offers robust resources with a top-tier investment platform, wealth and estate planning group, fiduciary/trust services, and commercial and private banking
  • Requires 8+ years' of wealth management experience; CFA, CFP or MBA a plus
  • Does not require bringing a book of business

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