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Financial Advisor Financial Consultant

Lead UHNW Wealth Planner

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Rockefeller Capital Management
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A prestigious financial advisory firm located in Austin, TX, is seeking a Senior Wealth Planner to advise ultra-high-net-worth clients on comprehensive financial strategies. In this role, you will develop tailored wealth plans, manage client relationships, and collaborate with specialists to ensure integrated client solutions. Ideal candidates will have over 10 years of experience in financial planning and possess strong communication and project management skills.

This position offers an opportunity to work with sophisticated clients and contribute to innovative planning processes.
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