UHNW Wealth Advisor - Private Client Strategy & Planning
Windward Recruiting
Windward Recruiting is seeking an experienced UHNW Wealth Advisor to join a growing wealth management team based in the Dallas market. The role involves managing client relationships and providing sophisticated financial planning and investment strategies. Ideal candidates should have a CFP or CFA designation and 5-7 years of relevant experience. Strong interpersonal skills and proficiency in Microsoft Office are essential. Compensation is competitive and based on experience. #J-18808-Ljbffr Windward Recruiting
Vacancy posted 4 days ago
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