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Senior Wealth Advisor High-Net-Worth Families
Job in
Arlington, Tarrant County, Texas, 76000, USA
Listed on 2026-01-12
Listing for:
Exencial Wealth Advisors
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm is seeking a professional to manage and strengthen client relationships within an existing book of business. The candidate will ensure high-quality service delivery, maintain compliance, and leverage extensive wealth management experience. Responsibilities include designing investment portfolios, preparing for client meetings, and fostering collaborative relationships. The ideal candidate should have over 10 years in financial services and strong interpersonal skills, as well as familiarity with financial planning software.
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Position Requirements
10+ Years
work experience
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