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Business Administration

UHNW Private Wealth Strategy Coordinator

Job in Addison, Dallas County, Texas, 75001, USA
Listing for: Allworth Financial
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Business Administration
  • Administrative/Clerical
    Business Administration
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Private Wealth Administrator in Addison, Texas. This role involves key administrative support, relationship management, and sales coordination for ultra-high-net-worth clients. The ideal candidate should have 3-5 years' experience in financial services, a bachelor's degree, and high proficiency in Microsoft Office and CRM systems. The firm offers a competitive salary, flexible working arrangements, and a comprehensive benefits package.
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