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Private Client Consultant – AUM & Education

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Yieldstreet Inc.
Full Time position
Listed on 2026-01-29
Job specializations:
  • Sales
    Sales Consultant
Salary/Wage Range or Industry Benchmark: 140000 - 175000 USD Yearly USD 140000.00 175000.00 YEAR
Job Description & How to Apply Below
Position: Private Client Consultant – AUM Growth & Education
A leading fintech firm in Dallas is hiring a Client Consultant to manage and grow relationships with high net worth individuals. The role involves driving AUM growth, educating clients on investment strategies, and providing tailored solutions. The ideal candidate will have 3–7 years of sales experience in financial services and possess strong interpersonal skills. This position offers competitive compensation, including equity, health benefits, and unlimited PTO, with a total compensation range of USD 140,000 to 175,000.
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