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Senior Wealth Advisor: Lead HNW Planning & Team
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-02-16
Listing for:
Mariner
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm is seeking a Senior Wealth Advisor in Plano, Texas. The role involves leading a team to develop comprehensive wealth plans for high-net-worth clients, focusing on relationship cultivation and tailored financial strategies. Ideal candidates will have over 10 years of experience in financial planning, possess necessary certifications, and demonstrate strong interpersonal and organizational skills within a supportive work culture.
Join us to foster professional growth and teamwork.
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Position Requirements
10+ Years
work experience
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