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

aitWWmVXZTVXZm9BeUNnY3BvQzZWcTVpM2c9PQ==
  • 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

Job Tags

Similar Jobs

JBS

HARVEST PRODUCTION SUPERVISOR Job at JBS

DescriptionPosition at JBS USAHARVEST/KILL FLOOR SUPERVISORQUALIFICATIONS:Bilingual in Spanish preferred but not requiredMinimum 2-5 years production experience preferredKnowledge of meat processing and subsequent job specificationsManagement... 

Synergy Interactive

NOW HIRING: Designer Job at Synergy Interactive

Were looking for a sharp, systems-savvy Gameplay Designer to join our team on a contract basis and hit the ground running. Youll focus on core game loops, meta-systems , and game mechanics tailored for free-to-play (F2P) audiences. This is a hands-on role where...

Nura

Barback Job at Nura

 ...tight knit group we're looking for someone who loves what they do and being apart of a team. Were currently seeking a Brunch Barback to join our team someone who is organized, energetic, and ready to support a high-functioning service team in a fast-paced environment... 

Core Group USA

Principal Environmental Consultant Job at Core Group USA

 ...Principal Environmental Remediation - Orange County, California We are seeking a highly skilled and motivated Principal to join a...  ...CHg) in California. ~ Extensive knowledge of environmental policies, regulations, and state/federal programs. ~ Proven leadership... 

Russell Tobin

Executive Assistant Job at Russell Tobin

 ...information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, travel arrangements, and scheduling meetings. Qualifications - Minimum of 3 years of experience in an Executive or Administrative...