Senior Private Wealth Advisor, Practice Lead - Dallas region
Core
Lead advisor for high-net-worth clients, delivering holistic financial planning, investment strategy, and investor education to retain and grow assets.
Role type
Senior Private Wealth Advisor (Practice Lead)
Builds
Long-term client relationships and asset growth for high-net-worth households
Domain
Wealth Management / Financial Planning
Required skills
High-net-worth client relationship management, holistic financial planning, investment strategy implementation, retirement planning, tax optimization, estate planning, client onboarding, team coordination, delegation and coaching
Preferred skills
CFP certification
Technologies
Salesforce, NetX360, Microsoft Office Suite
Responsibilities
Serve as lead advisor within a dedicated client team, provide first-in-class client experience, retain assets under management, recommend and review investment strategies, coordinate with internal groups, delegate and coach team members
Seniority
Senior, hands-on IC with leadership responsibilities