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Financial Services Financial Analyst

UHNW Wealth Advisory Associate

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: International Search Consultants
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services, Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading recruitment firm seeks an Investment Advisory Associate in Dallas, TX. This role involves partnering with Ultra High Net Worth Clients to provide customized client solutions. Responsibilities include delivering wealth advisory services, preparing client presentations, and collaborating with various internal teams. The ideal candidate has over 5 years of experience in UHNW Client Support, a BA/BS degree, and strong analytical skills.

Excellent communication proficiency with MS Excel, PowerPoint, and Word is essential. Apply to enhance your career in a dynamic environment.
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Position Requirements
10+ Years work experience
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