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Wealth Management Financial Advisor

Senior Private Client Wealth Advisor

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: TalentAlly
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial services company in Dallas is seeking a Senior Private Client Relationship Manager to advise high net worth individuals on wealth management solutions. The ideal candidate will have over ten years of experience in private banking and a proven track record in sales. Responsibilities include client acquisition, providing comprehensive wealth planning advice, and collaborating with internal specialists.

This role offers competitive benefits including medical, dental, and a 401(k) plan with a company match.
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Position Requirements
10+ Years work experience
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