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Senior Wealth Advisor - Hybrid, Unlimited PTO k Match
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-23
Listing for:
HUB International
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
HUB International is seeking a Senior Wealth Advisor to work with referral partners and prospective clients in the Dallas area. You will develop client leads and create comprehensive wealth plans aligned with clients’ goals, acting as a seasoned planner and strong team player.
You will lead wealth‑planning cycles, present solutions, mentor associates, and participate in referral networks to grow business while delivering exceptional client service.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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