Senior Wealth Advisor for High Net Worth (Dallas, On‑Site
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-08-17
Listing for:
Australia-Employment
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Jobot in Dallas seeks a Permanent Wealth Advisor to guide high net worth clients, provide tax planning, and implement wealth strategies. You will analyze client situations and craft tailored financial plans to meet goals.
The role requires 5+ years in wealth management, strong fiduciary judgment, and expertise in tax planning. A Series 65 license is needed or the ability to obtain it; a finance/accounting degree is required, CFP preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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