Senior Wealth Advisor for High-Net-Worth Planning

Jobot; Dallas (TX); On-site; USD 75,000 - 130,000; Full time

Job summary

Jobot seeks a Permanent Wealth Advisor to join our dynamic Accounting and Finance team in Dallas, TX. You will manage high net worth client relationships, provide tailored tax planning, and implement wealth management strategies aligned with clients' goals.

Ideal candidates bring 5+ years of wealth management experience, fiduciary expertise, Series 65 licensing, and strong communication. Familiarity with 1031 exchanges and CCH software is preferred.

Qualifications

• 5+ years of experience in wealth management or financial planning
• Familiarity with fiduciary duties, wealth management, and 1031 exchanges
• Proficiency in tax planning and real estate tax
• Experience managing high net worth accounts
• Familiarity with CCH software and tax preparation for individuals and 1120S
• Excellent communication and relationship-building skills
• Ability to lead client engagements and provide sound financial advice
• Current Series 65 license or ability to obtain it
• Bachelor's degree in finance, accounting, or related field; Master's or CFP preferred

Responsibilities

• Provide wealth management advice to high net worth individuals and families
• Review clients' financial circumstances and future aims
• Develop investment and financial planning strategies
• Offer tax planning and real estate tax guidance including 1031 exchanges
• Manage and update client portfolios per financial plans
• Utilize CCH software for tax research and returns
• Uphold fiduciary duties with integrity
• Lead client engagements and maintain relationships
• Collaborate with team members to deliver comprehensive service

Skills

Fiduciary duties

Wealth management

Tax planning

Real estate tax

Client relations

Series 65 license

Leadership

Communication

Education

Bachelor's in finance or accounting

Master's degree or CFP

Tools

CCH software

Job description

Jobot seeks a Permanent Wealth Advisor to join our dynamic Accounting and Finance team in Dallas, TX. You will manage high net worth client relationships, provide tailored tax planning, and implement wealth management strategies aligned with clients' goals.

Ideal candidates bring 5+ years of wealth management experience, fiduciary expertise, Series 65 licensing, and strong communication. Familiarity with 1031 exchanges and CCH software is preferred.