Job Description
Join an award-winning wealth management firm in Dallas and transform your financial advising career. We're seeking a dynamic Senior Wealth Management Advisor to build high-net-worth portfolios for discerning clients in Texas' thriving economic hub. Our partnership model offers uncapped earning potential, industry-leading technology, and a client-first culture where your expertise drives meaningful wealth creation.
As a cornerstone of our Dallas team, you'll leverage market intelligence and personalized strategies to deliver exceptional financial outcomes. This role combines autonomy with robust institutional support, including dedicated compliance, marketing, and operations teams. Enjoy a modern downtown workspace with flexible scheduling and comprehensive benefits designed for top-tier professionals.
Responsibilities
- Develop comprehensive financial plans for HNW individuals and families (avg. portfolio: $1M+)
- Cultivate and maintain strategic client relationships through personalized portfolio management
- Conduct market analysis and investment strategy reviews quarterly
- Collaborate with internal experts on estate planning, tax optimization, and risk management
- Lead client acquisition through targeted networking and community engagement
- Maintain FINRA Series 7, 66, and state insurance licenses
- Utilize CRM systems to track client lifecycle and performance metrics
Qualifications
- 5+ years of experience in financial advisory with proven HNW client retention
- FINRA Series 7 & 66 licenses (or equivalent) with clean compliance record
- Bachelor's degree in Finance, Economics, or related field
- CFPĀ® or CFA designation preferred
- Exceptional communication skills with executive presence
- Proven track record exceeding sales targets (min. $1M AUM growth annually)
- Tech-savvy with proficiency in portfolio management software
- Texas state insurance license (Life/Health) required