Senior Financial Advisor – Austin, TXFinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a confidential Senior Financial Advisor opportunity focused on high-net-worth wealth management and business development. This role is ideal for an experienced wealth management professional who excels at building trusted client relationships, attracting assets, and delivering comprehensive financial planning and investment solutions. The opportunity offers access to strong referral channels, collaborative banking partnerships, and a growing Central Texas market.Why This Opportunity?Culture: Relationship-driven, collaborative, client-focused environment that values professionalism, strategic thinking, and long-term client success.Workplace: Hybrid in Austin, TXFunction: Develop and grow high-net-worth client relationships while providing investment advisory, wealth planning, retirement, estate, and business succession guidance.Requirements:Bachelor's degree or equivalent professional experienceMinimum 8 years of experience as a Financial Advisor, Wealth Advisor, Investment Advisor, or similar roleDemonstrated success building and expanding a book of businessExperience advising affluent and high-net-worth individuals and familiesStrong business development, prospecting, and relationship management skillsDeep understanding of investment management and financial planning principlesActive Series 65 license or ability to obtain shortly after hireAbility to travel throughout the Central Texas marketCFP® certification preferredCFA designation preferredExperience within a bank-affiliated wealth management platform preferredFamiliarity with estate planning concepts, wealth transfer strategies, and business succession planningExperience working with business owners, executives, and entrepreneurs preferredDescription:Develop and manage relationships with high-net-worth and ultra-high-net-worth clientsLead business development initiatives to attract new assets and expand market presenceConduct client discovery meetings and assess financial goals, risk tolerance, and planning needsPresent customized investment and wealth management strategies aligned with client objectivesCoordinate with commercial banking, private banking, and other internal partners to identify opportunities and deliver comprehensive solutionsMaintain relationships with attorneys, CPAs, business advisors, and other centers of influenceAnalyze client financial situations and recommend investment, retirement, estate, and wealth transfer strategiesGuide clients through liquidity events, business transitions, retirement planning, and succession planning initiativesCollaborate with portfolio management, financial planning, and client service teams to ensure a high-quality client experienceMaintain knowledge of market conditions, investment products, regulatory requirements, and industry trendsManage client relationships with a focus on retention, growth, and long-term trust