Elite Wealth Strategist UHNW Families
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2025-12-19
Listing for:
First United Bank and Trust
Full Time
position Listed on 2025-12-19
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
A prominent financial services company is looking for a Senior Wealth Strategist to lead client acquisition efforts, targeting high-net-worth individuals and families. In this role, you will develop marketing strategies, manage relationships with existing clients, and ensure tailored financial solutions. A successful candidate will have a strong track record in investment management and client relationship building, and will be licensed to operate as required.
Join an inspiring team focused on delivering exceptional service.
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