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Senior Wealth Advisor: UHNW & Team Leader
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-01-16
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm in Austin is seeking a Senior Wealth Advisor to lead a team in crafting comprehensive wealth plans. With a focus on high-net-worth clients, the ideal candidate will bring over 10 years of financial planning experience and possess a Series 65, CFP or CFA designation. Responsibilities include client relationship cultivation, leading meetings to address complex issues, and mentoring staff.
This full-time position offers a dynamic work environment that promotes professional growth and community engagement.
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Position Requirements
10+ Years
work experience
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