Private-Client Wealth Advisor for HNW Portfolios

Zohorecruit; Dallas (TX); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

50% 401(k) match

20 days PTO + 10 holidays

Family support programs and caregiver/

Equal opportunity employer

Job summary

Zohorecruit is seeking a seasoned Investment Counselor in Dallas to serve a roster of high-net-worth clients and support a fiduciary, fee-only portfolio management firm. You will collaborate with portfolio decision-makers, support staff, and a renowned sales team to ensure client alignment with their best interests.

The role emphasizes educating clients on top-down strategies, market events, and ongoing asset allocation reviews to help clients pursue long-term financial goals.

Qualifications

• 2+ years of client relationship management within the financial industry.
• Current Investment Advisor Representative designation, OR Series 65, OR Series 7/66 combination, OR qualifying designations.

Responsibilities

• Become the voice of our client and partner with internal portfolio decision-makers and sales teams to deliver best-in-class service.
• Build relationships with high-net-worth clientele and educate them on the firm’s top-down portfolio strategy and market events.
• Conduct quarterly asset-allocation reviews to keep clients on track for their long-term goals.

Skills

Client relations

Market knowledge

Education

Series 65

Series 7

Series 66

Bachelor’s degree in finance

Job description

Zohorecruit is seeking a seasoned Investment Counselor in Dallas to serve a roster of high-net-worth clients and support a fiduciary, fee-only portfolio management firm. You will collaborate with portfolio decision-makers, support staff, and a renowned sales team to ensure client alignment with their best interests.

The role emphasizes educating clients on top-down strategies, market events, and ongoing asset allocation reviews to help clients pursue long-term financial goals.