Dallas Senior Private Wealth Advisor | HNW/UHNW Planning

Global Advisers, LLC

Dallas (TX)

Hybride

USD 140 000 - 260 000

Plein temps

14 jours+

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Résumé du poste

Global Advisers, LLC in Dallas, TX seeks a Senior Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, delivering coordinated investment, planning, liquidity, risk-management, and legacy strategies.

You will work with internal specialists and clients' attorneys, accountants, and other professionals to implement complex wealth plans, cultivate new client relationships, and navigate significant financial events with meticulous documentation and

Qualifications

Bachelor's degree and a record of strong professional achievement.
Five or more years of private wealth management, financial advisory, investment management, or related experience.
Series 65 required at hire or within the period permitted by the firm and applicable law.
Strong investment judgment, executive presence, discretion, and ability to coordinate complex financial matters.

Responsabilités

Lead comprehensive private-wealth relationships and act as the primary advisor for complex client needs.
Develop investment and planning strategies across taxable portfolios, retirement assets, concentrated positions, liquidity, insurance, estate coordination, and philanthropic objectives.
Partner with internal specialists and clients' attorneys, accountants, and other professionals to coordinate implementation.
Build and maintain a qualified network of prospective clients, centers of influence, and professional referral relationships.
Provide clear advice during significant financial events, market volatility, business transitions, and family wealth decisions.
Maintain rigorous documentation, suitability of advisory recommendations, and compliance with firm and regulatory standards.