Wealth Advisor

Website BRAY EXECUTIVE SEARCH

Bray Executive Search (formerly RMG Associates) is the leading executive recruiting service for wealth management focusing on family clients of significant wealth.

About The Job

  • Wealth Advisor, Austin TX
  • Bray Executive Search is a national executive search firm specializing in wealth management for ultra-affluent family clients.
  • We have been retained by an independent RIA seeking a Wealth Advisor for their office in Austin, TX.
  • This fast-growing, independent firm is rapidly gaining national recognition and prestige as a leading MFO/RIA for people of significant wealth.
  • They have a platform and business model for the HNW/UHNW client segment that allows for customized solutions for the entire family enterprise.
  • The firm provides an encompassing, holistic scope of family office services for HNW/UHNW clients.
  • Services include investment management (including private investments), comprehensive planning including estate, tax, and legacy, philanthropy and private foundation services, financial management, trust and fiduciary services, governance, and state-of-the-industry multi-generational education offerings.
  • The wealth advisor will be part of a dynamic and collaborative client-focused culture.
  • Business development and client relationship management are the key focuses.
  • Candidates should have a demonstrated record of successfully managing relationships with clients of significant wealth, and the proven ability to win new client business.
  • It is highly preferred that he or she have an area of subject expertise relevant to UHNW family client delivery (investment management, planning, trust, tax, etc.).
  • The wealth advisor will be part of a talented team with deep expertise in the HNW/UHNW private client segment so the candidate must be a seamless cultural fit in a collaborative and collegial culture.
  • The wealth advisor will be responsible for providing a high level of service to clientele and there is a high ceiling for leadership and growth in this fast-growing and well-capitalized independent firm.

The successful candidate should be able to:

  • Understand and apply solutions to complex financial issues as well as complex family dynamics and can collaborate with the firm’s resources for family office services when needed.
  • Being “coachable” is a favorable attribute of this firm’s culture.

Requirements:

  • BA required; prefer graduate or professional studies; CFP, CFA, CPA, JD, MBA, etc.
  • Minimum 7-12 years of wealth advisory to HNW/UHNW family clients
  • Have clients or an established COI network, and the ability to develop new business
  • Demonstrated knowledge of solutions across wealth management disciplines
  • Please submit your resume to [email protected].
  • All inquiries and applications will be held in strict confidence.

To apply for this job please visit www.linkedin.com.