Strategic Wealth Advisor ‑Net‑Worth Clients
Listed on 2026-10-17
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
SWBC is seeking a Wealth Advisor to work with individuals and businesses to develop comprehensive financial plans and coordinate with clients' other advisors to implement investment and insurance strategies. You will create networks with centers of influence in the high-net-worth and closely-held business space to generate referrals and grow the book of business.
Ideal candidates have a Bachelor’s in Business/Finance/Marketing, 3–5 years as a financial advisor, and securities licenses (7, 63)
For the Strategic Wealth Advisor for High‑Net‑Worth Clients position at SWBC, we are reviewing applications now.
We are looking to fill the Strategic Wealth Advisor for High‑Net‑Worth Clients position at SWBC in Dallas, TX, United States.
The Strategic Wealth Advisor for High‑Net‑Worth Clients role at SWBC is now open for applications in Dallas, TX, United States.
Join us at SWBC as our next Strategic Wealth Advisor for High‑Net‑Worth Clients in Dallas, TX, United States.
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