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Wealth Management Financial Advisor

Elite UHNW Wealth Planner - Private Office Lead

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
    Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Senior Wealth Planner to provide comprehensive financial guidance to ultra-high-net-worth clients. In this role, you'll create tailored wealth plans and manage a select portfolio of clients, ensuring a collaborative approach with multidisciplinary teams. Candidates should have over 10 years of experience in financial or tax planning and be adept in project management and client relations.

This position offers an exciting opportunity to leverage expertise for impactful wealth management outcomes.
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