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Financial Advisor Financial Consultant

Senior Family Office Financial Planner

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Matter Family Office
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services company in Dallas seeks a Senior Financial Consultant to oversee client interactions and manage financial strategies. The ideal candidate will have over seven years of experience in the financial services industry and a strong educational background. Responsibilities include preparing financial plans, analyzing investment portfolios, and managing junior team members. Benefits include a competitive salary, performance-based bonuses, health plans, and a flexible 401(k).
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Position Requirements
10+ Years work experience
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