Senior Wealth Advisor UHNW Client Relationships
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-30
Listing for:
Truist
Full Time
position Listed on 2026-01-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Dallas is seeking a seasoned Wealth Advisor to serve high net worth clients. Responsibilities include acquiring new clients and managing relationships while delivering tailored financial solutions. The ideal candidate has extensive experience in wealth management, advanced credit knowledge, and a proven sales background within the financial sector. This role provides a collaborative environment to promote comprehensive wealth solutions and assures compliance with all regulatory standards.
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Position Requirements
10+ Years
work experience
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