Director, Wealth Advisor

International Search Consultants; Dallas (TX); On-site; USD 150,000 - 230,000; Full time

Job summary

A growing wealth management firm in Dallas is seeking an experienced wealth advisor to coordinate investment and planning services for UHNW clients. The ideal candidate will have at least 10 years of client advisory experience, strong communication skills, and a proactive mindset. Responsibilities include planning service delivery, drafting reports, and engaging clients in multi-generational discussions. A Series 65 license and CFP certification are preferred. This role offers the opportunity to work in a dynamic and collegial environment.

Qualifications

• 10 years of direct client advisory experience in wealth management or family office.
• Knowledge of estate structures and advanced planning techniques.
• Ability to simplify complex ideas.

Responsibilities

• Coordinate planning and delivery across investment oversight and risk management.
• Draft customized reports and presentations for clients.
• Support significant, complex relationships with senior advisors.
• Engage directly with clients and their outside professionals to ensure seamless execution of strategies.
• Contribute to multi-generational family discussions and planning sessions.

Skills

Client advisory experience

Communication skills

Organizational skills

Emotional intelligence

Emotional intelligence

Relationship-building

Education

Series 65 or equivalent license

CFP certification

Job description

Overview

Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full suite of investment advisory, planning, and operational support services. The team operates within a dynamic, fast-paced environment and takes pride in fostering a collegial, entrepreneurial culture.

Responsibilities

• Coordinate the planning and delivery of services across key areas: investment oversight, cash-flow planning, education funding, risk management, estate considerations, and philanthropy.
• Draft and deliver customized reports, planning materials, and meeting presentations for clients.
• Partner with senior advisors to support significant, complex relationships while gaining increasing responsibility.
• Engage directly with clients and their outside professionals (attorneys, accountants, insurance providers) to ensure seamless execution of strategies.
• Contribute to multi-generational family discussions and planning sessions.

Requirements

• 10 years of direct client advisory experience in wealth management, financial planning, or a family office environment.
• A working knowledge of estate structures, asset management approaches, and advanced planning techniques.
• Active Series 65 (or equivalent) license; CFP® or progress toward certification strongly preferred.
• Clear communicator with the ability to simplify complex ideas.
• Organized, detail-oriented, and comfortable juggling multiple priorities.
• A relationship-builder with high emotional intelligence and a proactive mindset.