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Boutique Wealth Advisor — Client-Focused
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-02-16
Listing for:
GemHarvest Executive Recruiting
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A boutique wealth management firm in Dallas is seeking a Financial Advisor to manage client relationships, present financial plans, and enhance client experience. This role involves partnering with a senior advisor initially before leading meetings independently. Candidates should have a Bachelor's degree and at least 3 years of financial advisory experience. The position offers competitive base compensation of $100,000 – $110,000 plus bonuses and excellent benefits.
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