*Applicant would ideally be a graduate of a University of Texas system institution, but this is not required

*Applicant MUST have at least a Series 6 Securities License and Life/Health Insurance License, or be willing to earn both within 90 days of hire

*Position is with a well-established yet growing firm focused on serving existing clients and building new client relationships targeting University of Texas Alumni and Employees

*Position will be responsible for servicing existing block of clients of the firm in reviewing, analyzing and solving their financial needs and goals

*Position will be responsible for working with existing clients to ensure successful generational wealth planning processes and procedures are designed, developed, defended and distributed

*Position will be responsible for identifying opportunities for developing new wealth management client relationships with family of existing clients and with any University of Texas-centric prospects