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Wealth Management Financial Consultant

Senior Wealth Advisor — High-Net-Worth Planning Leader

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Sage Search Partners
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A boutique wealth management firm in Dallas is seeking a Senior Wealth Advisor to oversee high-net-worth client relationships and deliver comprehensive planning and investment advice. The ideal candidate must have at least 7 years of experience in financial planning, ideally with a CFP designation, and possess strong communication and analytical skills. You will lead client meetings and collaborate closely with a dedicated team in a fast-paced, in-office environment, ensuring a high level of service and operational efficiency.
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Position Requirements
10+ Years work experience
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