Description
The Wealth Advisor builds and maintains relationships with high-net-worth clients and their families through comprehensive financial planning, investment analysis, product recommendations, account reviews, and ongoing service. The role also supports practice and program growth through business development, client education, and collaboration with credit union leaders. The position reports to the Program Manager and requires advanced financial planning and investment knowledge, FINRA Series 7 and Series 66 or Series 65 licenses, state life and health insurance licenses, and a high school diploma or equivalent. The role is primarily onsite at UFCU Plaza in Austin, Texas, with possible travel, overtime, and evening or weekend hours.
