Senior Wealth Advisor: UHNW Planning & Client Partnerships

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.

Skills

Client advisory experience

Communication skills

Organizational skills

Emotional intelligence

Education

Series 65 or equivalent license

CFP certification

Job description

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.