Private Wealth Advisor (Private Client - Personal Strategy) - Dallas area
Core
Deliver high-touch, personalized financial planning and investment management services to elite clients in the Dallas area.
Role type
Private Wealth Advisor (Personal Strategy)
Builds
Client financial plans, investment strategies, and long-term relationships
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, investment strategy, tax optimization, estate planning, client relationship management, campaign management
Preferred skills
CFP certification, prior experience in Personal Strategy solution
Technologies
Salesforce, NetX360, Microsoft Office Suite
Responsibilities
Manage client onboarding and financial planning milestones, recommend and review investment strategies, coordinate financial planning information gathering, assist with monthly audit reviews, present planning deliverables to clients
Seniority
Mid-Senior level (5+ years experience)
