UHNW Wealth Advisor

Windward Recruiting; Dallas (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

Windward Recruiting is seeking a polished UHNW Wealth Advisor to join their growing wealth management team in Dallas. The role emphasizes relationship management, providing investment and financial planning insights in a sophisticated family office context.

The ideal candidate should possess strong communication skills, extensive experience with ultra-high-net-worth clients, and a proactive approach to collaborating with advisory teams. Competitive compensation is provided based on experience.

Qualifications

• 5–7 years of experience within wealth management or related financial services.
• Strong understanding of investment management and holistic financial planning.
• Polished communication skills with UHNW clients.

Responsibilities

• Support senior advisors in managing ultra-high-net-worth client relationships.
• Prepare client meeting presentations and financial plans.
• Collaborate with teams for a seamless client experience.

Skills

Wealth management

Investment advisory

Financial planning

Client communication

Analytical skills

Education

Bachelor's degree

CFP or CFA designation

Tools

CRM software

Microsoft Office

Job description

We are seeking a UHNW Wealth Advisor to join a growing wealth management team in the Dallas market.

The position focuses on relationship management, financial planning, investment discussions, and ongoing client service within a sophisticated family office environment.

The ideal candidate is polished, client-facing, and comfortable navigating complex wealth management conversations while working collaboratively alongside experienced advisory teams.

DUTIES & RESPONSIBILITIES

• Support senior advisors in the ongoing management of ultra‑high‑net‑worth client relationships and financial planning initiatives.
• Participate in client meetings and assist with the delivery of investment and wealth management strategies.
• Prepare client meeting presentations, planning analyses, and reporting materials.
• Communicate sophisticated investment and financial planning concepts in a clear, concise, and client‑friendly manner.
• Serve as a point of contact for UHNW client relationships, responding to inquiries and coordinating requests in a timely and professional manner.
• Assist in overseeing client investment and financial plans, including coordination across planning and reporting needs.
• Collaborate with advisory and client service teams to ensure a seamless and high‑touch client experience.
• Support business development initiatives and relationship expansion opportunities within existing client networks.
• Contribute to internal process improvement efforts and operational efficiencies to enhance team effectiveness and client service delivery.
• Maintain awareness of financial markets, planning strategies, and industry developments while adhering to firm policies and compliance requirements.

QUALIFICATIONS

• Bachelor’s degree required; CFP or CFA designation strongly preferred.
• 5–7 years of experience within wealth management, investment advisory, family office, estate planning, or related financial services environments.
• Strong understanding of investment management and holistic financial planning concepts.
• Polished communication and interpersonal skills with the ability to interact confidently with ultra‑high‑net‑worth clients and families.
• Highly organized with strong attention to detail and the ability to manage multiple priorities effectively.
• Strong analytical and problem‑solving skills.
• Self‑motivated with the ability to thrive in a collaborative and entrepreneurial environment.
• Proficiency in Microsoft Office applications including Word, Excel, PowerPoint, and Outlook.
• Experience with CRM and financial planning software preferred.
• Willingness to travel periodically for client meetings.

Compensation is highly competitive and based on experience.