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Financial Advisor Financial Consultant

Family Office Financial Consultant & Planner

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Matter Family Office
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A family-focused financial consultancy located in Dallas is seeking a Financial Consultant. In this role, you will prepare financial plans and interact directly with clients, ensuring the successful execution of client work plans. This position emphasizes investment management and wealth planning. Candidates should have at least four years of experience in financial services and possess a solid educational background. The firm offers a collaborative work environment and various employee benefits.
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