Wealth Advisor (Austin)

Wealth Advisor to develop customer financial profiles, assess suitability of investment products, and provide consultation and recommendations on securities, financial services, insurance, and investment plans based on client profiles. Responsible for coordinating with client’s other advisors to implement plans, offering investment and insurance solutions, and growing the book of business through referrals and Centers of Influence. Develops relationships with high net worth individuals and closely-held businesses, builds networks for referrals, submits sales documents to back offices, and travels locally as needed. Requires a Bachelor’s degree and securities licenses 7, 63, and Group I Life and Health Insurance Licenses, plus 3-5 years of relevant experience; strong organizational and communication skills and a valid driver’s license.”