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Financial Consultant Wealth Management

Senior Wealth Portfolio Strategist

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: CFA Institute
Full Time position
Listed on 2025-12-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Job Description & How to Apply Below
A financial services institution in Dallas is seeking a Senior Investment Advisor with extensive experience in managing high-net-worth client relationships and a strong understanding of investments and financial markets. The role includes educating clients, developing investment strategies, and maintaining comprehensive market knowledge. Ideal candidates should have at least 7 years of experience in investment-related roles, preferably with advanced qualifications such as an MBA or CFA.

Competitive salary and benefits offered.
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Position Requirements
10+ Years work experience
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