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Private Client Advisor
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2025-12-15
Listing for:
Willow Wealth Inc.
Full Time
position Listed on 2025-12-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
A fintech investment company in Dallas is seeking a Client Consultant to support high-net-worth individuals in accessing private market investments. The successful candidate will drive growth by managing client relationships and utilizing consultative sales techniques. Qualifications include 3-7 years in financial services, a Series 7 license, and strong interpersonal skills. Offering competitive compensation, including equity and a total salary range of USD 140,000 to 175,000.
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