Wealth Planner UHNW Clients Legacy
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-09
Listing for:
Corient Careers
Full Time
position Listed on 2026-01-09
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A wealth management firm in Dallas, TX, is seeking a Wealth Planner to enhance client service experiences and contribute to financial planning for high-net-worth individuals. This role involves managing tasks, collaborating with Wealth Advisors, and conducting financial analysis. The ideal candidate holds a Bachelor's degree and CFP® certification, possesses strong analytical skills, and has experience with financial planning software. A competitive salary range of $79,600–$110,000 USD is offered, reflecting experience and qualifications.
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