Wealth Advisor - Client Relations & Portfolio Guidance

Jobtailor; Dallas (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Jobtailor seeks a seasoned wealth management professional to manage high-touch client relationships, align investment guidance with financial goals, and coordinate with planners and operations to deliver comprehensive solutions.

Applicants should have 2+ years in wealth management, hold Series 65/7/66 licenses, and have experience as a registered representative. Proficiency with MS Office and Salesforce is a plus.

Qualifications

• Minimum 2+ years of relevant experience in wealth management.
• Combination of Series 65 or Series 7 and Series 66 licenses.
• Experience as a registered representative at a full-service broker-dealer or in investment/portfolio management.

Responsibilities

• Serve as a primary point of contact for client relationships and deliver a high-touch, client-first experience.
• Develop understanding of clients' financial goals, risk tolerance, and long-term objectives.
• Provide ongoing investment guidance, portfolio reviews, and recommendations with internal teams.
• Collaborate with financial planners, portfolio managers, and operations to deliver wealth management solutions.
• Maintain and strengthen existing client relationships for long-term retention and trust.
• Identify opportunities to deepen relationships through additional services and referrals.
• Participate in client meetings, reviews, and ongoing communication.
• Maintain accurate client records, notes, and follow-ups within CRM systems.
• Stay current on market trends and industry developments.

Skills

Client relationship management

Investment guidance

Portfolio reviews

Financial goal analysis

Risk tolerance assessment

Client communication

Tools

Microsoft Office Suite

Salesforce

Job description

Jobtailor seeks a seasoned wealth management professional to manage high-touch client relationships, align investment guidance with financial goals, and coordinate with planners and operations to deliver comprehensive solutions.

Applicants should have 2+ years in wealth management, hold Series 65/7/66 licenses, and have experience as a registered representative. Proficiency with MS Office and Salesforce is a plus.