Private Wealth Advisor

Coda Search│Staffing; United States; On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Equity

Variable compensation

Job summary

Unknown is partnering with a leading independent financial planning and wealth management firm to launch a new Dallas office. The Senior Wealth Advisor will spearhead growth with UHNW clients, deepen relationships and lead planning conversations.

You will service an existing book, source new prospects through a strong referral network, review portfolios, and collaborate with estate and portfolio planning colleagues. Compensation includes base salary, variable pay, and equity.

Qualifications

• Qualifications for Senior Wealth Advisor: experience servicing planning/investment needs of sophisticated UHNW individuals & families.
• Existing book of business.
• Proven ability to meet with clients and present planning strategies.
• Demonstrated ability to source prospective clients.

Responsibilities

• Servicing existing client base.
• Lean on strong referral network to grow business.
• Analyzing and recommending changes to portfolios.
• Review investment plans and present to clients.
• Collaborate with portfolio/ estate planning colleagues.

Skills

UHNW client servicing

Business development

Client meetings

Portfolio analysis

Job description

My client is an independent financial planning and wealth management firm with $6B in AUM servicing the HNW & UHNW. As one of the fastest growing RIAs across the nation, more than 200% growth over the past 2 years, they're in search of a Senior Wealth Advisor to spearhead the launch of their new office in Dallas. This firm has a client-centric and planning forward approach.

Qualifications for the Senior Wealth Advisor:

• Experienced servicing planning/investment needs of sophisticated UHNW individuals & families
• Existing book of business
• Proven ability to meet with clients and present planning strategies
• Demonstrated the ability to source prospective clients

Responsibilities for the Senior Wealth Advisor:

• Servicing existing client base
• Lean on strong referral network to grow business
• Analyzing and recommending changes to portfolios
• Review investment plans and present to clients
• Collaborate with portfolio/ estate planning colleagues

Compensation and Benefits:

• BASE Salary + variable compensation + EQUITY