Current jobs related to Senior Wealth Advisor - Austin - Weaver

  • Wealth Management Advisor

    2 weeks ago

    Austin, Texas, United States Sunflower Bank, N.A. Full time

    Job Title: Wealth Management AdvisorSunflower Bank, N.A. is seeking a seasoned Wealth Management Advisor to join our growing Wealth Management team in Austin, Tx.Job Summary:The Wealth Management Advisor will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families,...

  • Private Wealth Advisor

    5 months ago

    Austin, United States Bank of Texas Full time

    Summary A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. You will provide value by being apprised of and anticipating the clients’ needs and delivering...

  • Financial Advisor

    1 week ago

    Austin, Texas, United States Atria Wealth Solutions Full time

    About the RoleWe are seeking a highly skilled Financial Advisor to join our team at University Federal Credit Union. As a Financial Advisor, you will be responsible for providing expert financial and retirement planning services to our members, non-members, and employees.Key ResponsibilitiesConduct webinars, seminars, and workshops on financial and...

  • Wealth Management Advisor Position

    3 days ago

    Austin, Texas, United States Sunflower Bank, N.A. Full time

    Sunflower Bank, N.A. is seeking a seasoned Wealth Management Advisor to join our growing team. The ideal candidate will have 7 or more years of experience in trust and investment sales to high-net-worth clients. Key responsibilities include developing customized financial planning and wealth management strategies, identifying and cultivating new...

  • Wealth Management Specialist

    3 days ago

    Austin, Texas, United States Weaver Full time

    Capital Advisory Role at WeaverWeaver Capital Advisors, LLC is seeking a skilled Wealth Advisor to join our growing Capital Advisory team. As a Wealth Advisor, you will work directly with high net worth and ultra-high net worth individuals, families, trusts, and family entities to develop, maintain, and expand relationships.The ideal candidate will have a...

  • Financial Advisor

    7 days ago

    Austin, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the northern part of their Austin TX market.Job SummaryUnder direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement...

  • Wealth Management Professional

    4 weeks ago

    Austin, Texas, United States RightWorks Staffing Full time

    RightWorks Staffing is proud to partner with a leading wealth management firm. Our partner firm is a respected and rapidly growing mid-sized wealth management company. We are seeking top talent to join their team. Key benefits include: * Better options for clients * A culture that fosters growth for both advisors and clients * Top-of-industry payout...

  • Senior Wealth Management Associate

    7 days ago

    Austin, Texas, United States Callan Capital Full time

    Job OverviewWe are seeking a highly experienced and dedicated Senior Associate, Client Service to join our esteemed operations team at Callan Capital. The ideal candidate will have at least 5 years of experience working as a CSA in a wealth management firm and a proven record of providing exceptional client service.Key Responsibilities:Client Relationship...

  • Wealth Management Professional

    3 weeks ago

    Austin, Texas, United States RightWorks Staffing Full time

    Unlock Your Potential as a Wealth AdvisorRightWorks Staffing is proud to partner with a leading mid-sized wealth management firm, recognized for its exceptional growth and reputation.We're seeking top talent to join our team of wealth advisors, who are passionate about delivering exceptional results for their clients.Key Benefits:Opportunity to work with a...

  • Wealth Management Expert

    1 week ago

    Austin, Texas, United States RightWorks Inc Full time

    Unlock Your Potential as a Wealth AdvisorRightWorks Staffing is proud to partner with a leading wealth management firm that offers a unique opportunity for top performers to grow their assets under management (AUM).Key Benefits:Work with a respected and growing mid-sized firmEnjoy a top-of-industry payout structureBenefit from a culture that fosters growth...

  • Senior Wealth Management Associate

    2 weeks ago

    Austin, Texas, United States Callan Capital Full time

    Job SummaryCallan Capital is seeking a highly experienced Senior Associate, Client Service to join its esteemed operations team. The ideal candidate will have at least 5 years of experience working as a CSA in a wealth management firm and a proven record of providing exceptional client service.Key ResponsibilitiesClient Relationship Management: Serve as a...

  • Wealth Management Professional

    3 days ago

    Austin, Texas, United States RightWorks Staffing Full time

    RightWorks Staffing is proud to partner with a leading wealth management firm that offers a unique opportunity for experienced professionals to grow their assets under management (AUM).Key Benefits:Join a respected and growing firm with a strong reputation in the industry.Work with a team that fosters growth for both advisors and clients.Enjoy a...

  • Wealth Management Expert

    3 days ago

    Austin, Texas, United States RightWorks Staffing Full time

    Unlock Your Potential in Wealth ManagementWe are partnering with a leading mid-sized wealth management firm to find exceptional talent like you.Key Benefits:Collaborate with a respected and growing firm in the industryEnjoy a top-of-industry payout structureExperience a culture that fosters growth for both advisors and clientsBenefit from top-level support...

  • Wealth Management Specialist

    1 month ago

    Austin, Texas, United States Sunflower Bank Full time

    Job Title: Wealth Management AdvisorAt Sunflower Bank, we're seeking a highly skilled Wealth Management Advisor to join our team. As a key member of our wealth management team, you will be responsible for developing customized financial planning and wealth management strategies aligned with client goals and circumstances.Key Responsibilities:Develop and...

  • Wealth Management Professional

    4 days ago

    Austin, Texas, United States Sunflower Bank, N.A. Full time

    Job Title: Wealth Management AdvisorSunflower Bank, N.A. is seeking a highly motivated and experienced Wealth Management Advisor to join our growing Wealth Management team in Austin, TX.Job SummaryThe Wealth Management Advisor will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth...

  • Wealth Management Professional

    3 days ago

    Austin, Texas, United States Sunflower Bank, N.A. Full time

    Wealth Management Advisor RoleSunflower Bank, N.A. is seeking a seasoned Wealth Management Advisor to join our growing Wealth Management team in Austin, Tx. The ideal candidate will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit...

  • Wealth Management Professional

    1 week ago

    Austin, Texas, United States Sunflower Bank, N.A. Full time

    Job SummarySunflower Bank, N.A. is seeking a highly motivated and experienced Wealth Management Advisor to join our growing Wealth Management team in Austin, TX. As a Wealth Management Advisor, you will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses,...

  • Tax Senior Manager

    1 month ago

    Austin, Texas, United States FORVIS Full time

    Private Client Tax Senior ManagerAs a trusted advisor to our clients, you will provide sophisticated tax compliance, consulting, and planning services to individuals, families, and fiduciaries. Our team of CPAs and JDs work closely with financial planners, Wealth Strategists, and Innovation teams to deliver tailored solutions that help clients grow,...

  • Director Corporate Operations

    3 weeks ago

    Austin, United States U.S. Capital Wealth, LLC Full time

    Firm Background: U.S. Capital Wealth Advisors (“USCWA”) is an independent hybrid wealth management firm headquartered in Houston, Texas, managing approximately $9 billion in AUM/A across over 5,500 clients and 62 advisors. USCWA has a strong footprint in Texas across Houston, Austin, Dallas, and Georgetown, as well as offices in New York City and...

  • Vice President Operations

    2 months ago

    austin, United States U.S. Capital Wealth, LLC Full time

    Firm Background: U.S. Capital Wealth Advisors (“USCWA”) is an independent hybrid wealth management firm headquartered in Houston, Texas, managing approximately $9 billion in AUM/A across over 5,500 clients and 62 advisors. USCWA has a strong footprint in Texas across Houston, Austin, Dallas, and Georgetown, as well as offices in New York City and...

Senior Wealth Advisor

2 months ago

Austin, United States Weaver Full time
The Weaver Experience

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launched Weaver Capital Advisors, LLC. The firm is expanding into this new advisory service area to help high net worth and ultra-high net worth clients manage complexities in family wealth through building comprehensive wealth plans and investment management. C-Suite executives, family-owned businesses, entrepreneurs, institutions, and individuals will have access to a wide range of wealth management services.

At Weaver Capital Advisors, we lead with care and understanding, and our team values relationships above all else. We strive to transcend client expectations - always. We honor promises, stay true to our character and intentionally listen to our clients' ambitions and aspirations. We believe in putting others first and exemplify that in how we interact. We convey a passion for our work and an unmatched dedication to earning our clients' trust for a lifetime.

While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team and our firm.

Learn more about our services, industry experience and culture at weaver.com.

Position Profile

Weaver Capital Advisors, LLC is seeking talented professionals to join our growing Capital Advisory team. Weaver's Capital Advisors is dedicated to delivering personalized financial solutions that provide comfort, and fostering relationships built on trust. Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning.

The Senior Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities. The Senior Wealth Advisor will focus on acquiring and managing relationships including ongoing planning, education, coaching, and implementing solutions to meet their clients' goals. They will foster relationships with clients to build retention and expand client relationships. They will also be responsible for identifying and developing business opportunities through existing clients, referrals, and networking. They will be responsible for mentoring staff and work closely with leadership in order to execute plans effectively.

Other Responsibilities include:
  • Developing and executing successful business development strategies for all markets served in order to generate significant new assets for the firm
  • Serving as the primary contact for wealth management clients
  • Building and managing an effective and efficient sales pipeline
  • Guiding the ongoing professional development, training, and certification of the sales and marketing teams
  • Recruiting additional sales team members, as needed
  • Helping build a positive culture of accountability and integrity
  • Maintaining meaningful COI relationships as a path to build effective sales channels and maintain a robust sales pipeline
To be successful in this role, the following qualifications are required:
  • Bachelor's degree in Business, Finance, Economics or related field
  • Series 65 required
  • 10+ years of related wealth management experience
  • Proven sales success and strong business acumen
  • Strong relationship management skills
  • Proven ability to manage, mentor and develop staff
  • Demonstrates independent thinking and strong decision-making skills
  • Ability to build, develop, maintain and transition a book of business with little supervision
  • Excellent work references and proven record of consistent, successful achievement of sales goals
  • Excellent interpersonal and presentations skills
  • High emotional intelligence, outstanding integrity, and exceptional work ethic
  • Maintain positive attitude and willingness to adapt to a rapidly changing environment
  • Ability to handle multiple project simultaneously while maintaining confidentiality of all client matters
  • Assist in the creation, delivery, and execution of complex financial plans
Additionally, the following qualifications are preferred:
  • Master's degree in Business Administration
  • Texas General Insurance license preferred
  • CFP, CFA, CAIA, and/or CPWA preferred
  • Experience working with high-net-worth clients strongly
  • Alternative investment experience

Weaver Benefits At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. Weaver goes beyond offering competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Learn more here - Weaver benefits.This role includes competitive PTO, 11 holidays, and 4 scheduled recharge days

We also offer in-house CPE and learning opportunities through our internal L&D department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.

WeaverLEAD We are committed to investing in the strength of our team. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization. The goal of WeaverLEAD is to inspire the growth and development of our leaders by:

Leaning into the experience of exploring new ideas for each individual's growth as a leader.

Engaging the coaching mindset at work with new ways of thinking about challenges and opportunities.

Adapting to the transformation that takes place as a result of participating in the program.

Developing yourself and others with coaching competencies to create a firm-wide culture of coaching.

People are our formula At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.

What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you

Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.