Senior Wealth Advisor — Texas Growth & Equity

District Partners; Dallas (TX); Hybrid; USD 200.000 - 250.000; Vollzeit

Benefits dieser Stelle

Competitive base salary

Performance-based incentives

Equity participation opportunities

Comprehensive benefits package

Professional development resources

Paid parental leave

Zusammenfassung

A leading wealth management firm in Texas is seeking a Senior Wealth Advisor to serve high-net-worth clients. The role involves managing client relationships, delivering comprehensive wealth management services, and leveraging existing referral networks. Ideal candidates will have at least 5 years of advisory experience and a strong background in financial planning. This opportunity provides competitive compensation and significant growth potential.

Qualifikationen

• 5+ years of advisory experience within an RIA, bank, trust company, or wirehouse environment.
• Demonstrated success managing high-net-worth relationships and driving asset growth.
• Strong financial planning expertise; CPA or CFA a plus.
• Proven ability to convert referrals and retain long-term relationships.

Aufgaben

• Serve as the primary advisor to high-net-worth clients.
• Deliver integrated wealth management including investment strategy and financial planning.
• Build and deepen client relationships through ongoing strategic reviews.
• Collaborate with in-house specialists for advanced client solutions.
• Participate in investment committee discussions.

Kenntnisse

Advisory experience

Client relationship management

Financial planning

Entrepreneurial mindset

Ausbildung

CPA or CFA

Tools

eMoney

Tamarac

CRM

Portfolio management platforms

Jobbeschreibung

A leading wealth management firm in Texas is seeking a Senior Wealth Advisor to serve high-net-worth clients. The role involves managing client relationships, delivering comprehensive wealth management services, and leveraging existing referral networks. Ideal candidates will have at least 5 years of advisory experience and a strong background in financial planning. This opportunity provides competitive compensation and significant growth potential.