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Financial Advisor

Senior Wealth Advisor: UHNW Planning & Client Partnerships

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: International Search Consultants
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A growing wealth management firm in Dallas is seeking an experienced wealth advisor to coordinate investment and planning services for UHNW clients. The ideal candidate will have at least 10 years of client advisory experience, strong communication skills, and a proactive mindset. Responsibilities include planning service delivery, drafting reports, and engaging clients in multi-generational discussions. A Series 65 license and CFP certification are preferred.

This role offers the opportunity to work in a dynamic and collegial environment.
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Position Requirements
10+ Years work experience
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