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Senior Wealth Advisor: UHNW Client Relationships
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-03-06
Listing for:
Weaver
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm in Dallas is seeking a Senior Wealth Advisor to manage relationships with high and ultra-high net worth clients. The advisor will develop business strategies, mentor staff, and assist in creating complex financial plans. Ideal candidates will have a Bachelor's degree in a relevant field, Series 65 certification, and proven sales success. The firm offers competitive benefits, including health insurance and flexible scheduled time off, ensuring a balanced work environment.
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Position Requirements
10+ Years
work experience
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