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Private-Client Wealth Advisor HNW Portfolios

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: CNI Consulting Inc.
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 75000 - 125000 USD Yearly USD 75000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Private-Client Wealth Advisor for HNW Portfolios

Zohorecruit is seeking a seasoned Investment Counselor in Dallas to serve a roster of high-net-worth clients and support a fiduciary, fee-only portfolio management firm. You will collaborate with portfolio decision-makers, support staff, and a renowned sales team to ensure client alignment with their best interests.

The role emphasizes educating clients on top-down strategies, market events, and ongoing asset allocation reviews to help clients pursue long-term financial goals.

We have an opening for a Private-Client Wealth Advisor for HNW Portfolios in Dallas, TX, United States within Finance, Sales.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Dallas, TX, United States.

This opportunity is part of our work in Finance, Sales.

The advertised compensation is 75..

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