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Senior Wealth Advisor ‑Net‑Worth Clients
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-04
Listing for:
SR Staffing
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A top CPA firm in Dallas is seeking experienced Wealth Advisors to join its Wealth Management team. The role requires at least 5 years in wealth management and relevant professional accreditations. Advisors will provide comprehensive financial planning and investment strategies, ensuring strong client relationships through personalized service. With a competitive compensation package and a culture that values professional growth and collaboration, it’s a prime opportunity for financial professionals.
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Position Requirements
10+ Years
work experience
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