Senior Wealth Manager
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-02-16
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Manager -
Management
Wealth Management, Financial Manager
Job Description & How to Apply Below
Overview
Dynamic, fast growing 12B+ Independent RIA is seeking a Senior Wealth Manager in Dallas to source business from custodial referral channels and advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.
Highlights- The Firm has been growing consistently 30%+ year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
- Build upon the Firm’s extensive success using well proven firm provided referrals to source and manage relationships with high net worth clientele
- Compensation parameters: $150,000+ package, clear track to $400,000+
- CFP is strongly preferred
- 5+ years experience leading relationships with high net worth clientele
Position Requirements
10+ Years
work experience
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