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' strong relationship management background with deep technical exposure to investment management
• CFA or MBA a plus