Senior Wealth Advisor

Skyline Wealth Strategies•Austin, TX

20h•Onsite

About The Position

Skyline Wealth Strategies is seeking an experienced Senior Wealth Advisor to serve as a lead relationship manager for affluent and high-net-worth families. This position is designed for an accomplished advisor who thrives in complex planning environments, builds lasting client relationships, and wants to contribute to a growing wealth management organization. Skyline combines retirement income planning, life insurance, annuities, family-office-style coordination, and comprehensive wealth strategies into a unified client experience. Our advisors become trusted guides for families navigating retirement, wealth preservation, legacy planning, and major financial decisions. Skyline Wealth Strategies provides a comprehensive, planning-led experience for families seeking coordinated financial guidance. The firm is building upon its established strengths in retirement income planning, insurance, annuities, and family-office-style service by expanding its broader wealth management capabilities. Skyline operates within a performance-oriented environment that emphasizes measurable execution, professional accountability, client outcomes, and continuous improvement. The Senior Wealth Advisor will serve as the primary advisor for assigned client families and lead the development and implementation of comprehensive planning strategies. This is a leadership position for an advisor who wants to serve clients at an exceptional level, mentor other professionals, and contribute to the growth of an enduring wealth management organization.

Requirements

Active Texas General Lines Life, Accident & Health Insurance License
Active Series 65 or equivalent registration
Minimum of five years of experience in financial advisory services, retirement planning, wealth management, insurance, or a related financial-services field
Demonstrated success managing client relationships and delivering comprehensive financial planning solutions
Strong retirement income planning experience
Experience with life insurance, annuity planning, wealth accumulation, and wealth preservation strategies
Strong communication, presentation, and relationship-management skills
Commitment to a fiduciary mindset and client-first planning approach

Nice To Haves

CFP® designation strongly preferred
Experience serving affluent and high-net-worth families
Demonstrated production and business-development history
Experience leading, mentoring, or developing other financial professionals
Familiarity with family-office-style planning and professional coordination

Responsibilities

Serve as the primary advisor for assigned client households
Lead retirement planning, income planning, and strategic financial review meetings
Develop deep, multigenerational client relationships
Deliver an exceptional client experience through proactive communication, preparation, documentation, and follow-through
Identify planning opportunities involving insurance, annuities, investments, retirement income, estate considerations, and legacy objectives
Develop comprehensive financial planning strategies tailored to each client's objectives
Help clients evaluate and implement appropriate wealth accumulation, retirement income, insurance, investment, and wealth preservation strategies
Coordinate with custodians, investment partners, attorneys, tax professionals, insurance carriers, and other specialists as appropriate
Support the continued development of Skyline's wealth management processes, planning standards, and advisory infrastructure
Maintain accurate client records and planning documentation in accordance with internal and regulatory requirements
Design and implement life insurance strategies aligned with client planning objectives
Develop annuity-based retirement income strategies
Evaluate retirement income sustainability, longevity risk, liquidity needs, and wealth transfer considerations
Coordinate insurance carrier relationships, application processing, and case implementation
Monitor existing strategies and identify opportunities for updates based on changes in client circumstances
Convert qualified opportunities into long-term client relationships
Generate new client assets and expand existing household relationships
Participate in educational events, client appreciation programs, seminars, and referral-development initiatives
Identify additional planning opportunities through comprehensive discovery and ongoing client engagement
Contribute to production goals while maintaining a planning-led, client-first approach
Coach and mentor developing advisors and advisor-track professionals
Reinforce Skyline's planning, documentation, compliance, and client experience standards
Collaborate with operations, marketing, client service, and leadership functions
Contribute to operational improvement and the development of scalable advisory processes

Benefits

Base salary will be commensurate with experience, professional credentials, production history, and demonstrated advisory capabilities.
Performance-based compensation opportunities tied to areas such as: Annuity production, Life insurance production, Wealth management growth
Senior Advisors currently participate in Skyline's Advisor Growth Track and begin with a 10% commission participation rate on eligible product sales and qualified production activities.
Participation rates are designed to increase annually based on tenure, continued production, professional development, and fulfillment of program requirements.
Skyline's Advisor Growth Track is designed to recognize sustained production, tenure, leadership, and contribution to the organization.
The model provides advisors with a structured path for increasing economic participation as they develop a durable client book and contribute to the firm's long-term growth.
Comprehensive retirement income and insurance planning platform
Established marketing and client acquisition capabilities
Dedicated operational and client service support
Family-office-style approach to serving affluent households
Collaborative, planning-led environment
Performance-oriented culture with measurable standards and accountability
Opportunity to build a durable client book within a growing wealth management organization