Senior Wealth Manager

Overview

The client is seeking a Senior Wealth Manager to build and grow their book of business in Dallas, TX. This opportunity is ideal for an experienced financial advisor who thrives in a technology-driven wealth management environment and is passionate about leveraging Fintech to enhance the advisor and client experience.

This role offers the chance to actively manage client relationships, grow a practice with full operational support, and collaborate with product development teams to help refine cutting-edge wealth management technology.

• Develop, manage, and grow client relationships, supporting business development efforts.
• Provide holistic financial planning, including investment strategy, tax, retirement, estate, insurance, and charitable giving.
• Analyze client financial situations, create investment recommendations, and implement long-term strategies.
• Partner with tax, estate, and insurance professionals to optimize financial outcomes.
• Collaborate with product development teams to enhance advisor and client technology tools.
• Support growth initiatives by helping source, pitch, and onboard new advisors.

• 10+ years of investment advisory experience.
• Actively advised book of business.
• Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
• Strong ownership mindset and desire to make an impact in a fast-paced, tech-driven environment.
• Enthusiasm for Fintech and leveraging technology for enhanced client experiences.

• Prior experience at a technology-focused company
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• BS or MS in an analytical or technical field.
• Experience managing clients with $1M+ in assets
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• Depth of expertise in key areas such as tax, estate planning, or stock options.
• Proficiency in financial planning software.
• Strong analytical, communication, and problem-solving skills.