HUB International in Austin seeks a Senior Wealth Advisor to partner with referral networks and prospective clients, crafting comprehensive wealth plans and coordinating with HUB Investment Partners. The role emphasizes client-focused planning, relationship building, and driving growth for high net worth clients.
Requirements include 7+ years in financial services, a Bachelor’s degree, and Series 65 or CFP certification.
#J-18808-LjbffrSenior Wealth Advisor - Hybrid, High Net Worth in austin at Unknown Company
This position is listed as full time and onsite.