Wealth Management Planning Consultant - Texas Hill Country (Austin/San Antonio, TX)

What you’d do

Supports Wealth Management Advisors serving high-net-worth clients with investment, retirement, trust and estate, and asset allocation needs. Involves proactive client outreach, coordinating annual reviews, preparing for meetings, and handling planning inquiries. Full time. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Series 7 & 66 licensed
• Insurance license required
• 5 years' Financial Services experience
• Bachelor's degree and/or CFP preferred
• Strong interpersonal and communication skills