Sr. Financial Advisor -Austin, TX

Senior Financial Advisor –Austin, TX

FinTrust 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, TX

Function: 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 experience

Minimum 8 years of experience as a Financial Advisor, Wealth Advisor, Investment Advisor, or similar role

Demonstrated success building and expanding a book of business

Experience advising affluent and high-net-worth individuals and families

Strong business development, prospecting, and relationship management skills

Deep understanding of investment management and financial planning principles

Active Series 65 license or ability to obtain shortly after hire

Ability to travel throughout the Central Texas market

CFP® certification preferred

CFA designation preferred

Experience within a bank-affiliated wealth management platform preferred

Familiarity with estate planning concepts, wealth transfer strategies, and business succession planning

Experience working with business owners, executives, and entrepreneurs preferred

Description:

Develop and manage relationships with high-net-worth and ultra-high-net-worth clients

Lead business development initiatives to attract new assets and expand market presence

Conduct client discovery meetings and assess financial goals, risk tolerance, and planning needs

Present customized investment and wealth management strategies aligned with client objectives

Coordinate with commercial banking, private banking, and other internal partners to identify opportunities and deliver comprehensive solutions

Maintain relationships with attorneys, CPAs, business advisors, and other centers of influence

Analyze client financial situations and recommend investment, retirement, estate, and wealth transfer strategies

Guide clients through liquidity events, business transitions, retirement planning, and succession planning initiatives

Collaborate with portfolio management, financial planning, and client service teams to ensure a high-quality client experience

Maintain knowledge of market conditions, investment products, regulatory requirements, and industry trends

Manage client relationships with a focus on retention, growth, and long-term trust