Texas Licensed Wealth Advisor

Job Summary

Driving client acquisition and market growth in the Austin area, the remote Director, Wealth Advisor will manage the full lifecycle of client development, build relationships with CPA partners, and establish the firm as a trusted advisor in the high-net-worth ecosystem.

Key Responsibilities:

• Build and maintain a pipeline of high-value client opportunities through CPA partners and referrals
• Develop and activate relationships with CPA partner firms to drive referrals and establish engagement
• Lead client conversations to diagnose complex needs and deliver tailored wealth strategies

Required Qualifications:

• Bachelor's degree required
• 10+ years of experience in wealth management or advisory
• Proven ability to originate and close business
• Experience with CPA or professional services networks
• Strong financial planning expertise