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Senior Wealth Advisor: Fintech & HNW Portfolios
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-09
Listing for:
New Day Executive Search
Full Time
position Listed on 2026-01-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm in Dallas is seeking a Senior Wealth Advisor to manage high net worth client relationships and influence the fintech landscape. The ideal candidate will have over 10 years of advisory experience, with a solid book of business and an Investment Adviser Representative certification.
This role offers competitive compensation, including equity, along with comprehensive benefits and unlimited PTO.
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Position Requirements
10+ Years
work experience
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