Senior Client Advisor - Wealth Management
Focus Financial Partners
SCS, part of Focus Partners Family Office and OCIO, seeks a Client Advisor in Dallas to deliver world-class client service for sophisticated wealth clients. You will manage investment plans, prepare presentations, and communicate complex wealth topics concisely. Travel for client meetings is expected, with base salary in a competitive range and bonus potential. Ideal candidates have 5–7+ years in wealth management, CFP/CFA preferred, and strong organizational and communication skills. #J-18808-Ljbffr Focus Financial Partners
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Advisor - Wealth Management in Dallas, TX vacancy
- Position:Senior Advisor, Trust & Wealth Management - Dallas, TX Location: Dallas, TX Job Id:1082 # of Openings:1 Position Summary The TRB Trust & Wealth... ...self-starter that enjoys the challenge of working with clients and prospective clients to design, implement and monitor...SeniorWork at office
- Texas Capital Bank is seeking an experienced Private Banker to generate new clients and manage ongoing wealth management relationships in the Dallas area. You will leverage interdisciplinary experts to deliver comprehensive financial solutions and ensure a superior client...Senior
- Fifth Third Bank, National Association in Dallas, TX is seeking a Treasury Management Client Care Advisor II to oversee a portfolio of high-revenue commercial clients. You will act as the primary TM contact, coordinate implementation, and apply data analytics to optimize...SeniorFull time
- ...contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Richardson, TX. Financial Advisors... ...an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
PNC
Richardson, TX3 days ago - A leading fiduciary wealth management firm is seeking a Senior Associate for the Client & Advisor Services team in Dallas, TX. The role involves supporting new client relationships, maintaining client information, and facilitating various operational processes. Ideal candidates...Senior
$110k - $170k
...acquisition targets in North America. The Senior Business Advisor will be well versed through training... ...-level conversations with high-net wealth individuals, you may be a perfect fit... ...communicate via phone with prospective clients across the US and Canada Extremely generous...SeniorImmediate startFlexible hours- Westwood Wealth, based in Dallas, seeks a SVP, Wealth Strategist, Director of Planning &... ...to lead sophisticated planning for UHNW clients and oversee the firm’s planning and compliance... ...with internal teams and external advisors to deliver integrated, high-touch wealth...Senior
- Westwood Wealth in Dallas seeks a Senior Vice President, Wealth Strategist, Director... ...solutions for high-net-worth clients. You will collaborate with... ...teams and external advisors to provide proactive, highly... ..., and a proven ability to manage complex client engagements...Senior
- Northern Trust in Dallas seeks a Sr. Relationship Advisor to manage complex fiduciary and wealth management client relationships and deliver high-quality fiduciary services for sophisticated clients. As a senior member of the service team, you will ensure timely delivery...Senior
- ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors... ...experience in investment advisory or wealth management ~ Proven, transferable book of...SeniorWork at office
New Day Executive Search
Dallas, TX1 day ago - Preferred Legacy National Trust Bank seeks a Senior Wealth Strategist to serve high net worth clients as the family strategist for trusts and estate administration... ...-Chairman. Responsibilities include prospecting, managing relationships, coordinating with the trust...Senior
- Northern Trust is seeking a senior wealth management professional in Dallas to develop new client relationships and manage complex banking and treasury services. You will identify opportunities beyond traditional banking, structure loans and leases, and advise clients on...Senior
- The Northern Trust Company seeks a seasoned wealth management professional to develop and manage client relationships, negotiate complex lending and leasing arrangements, and guide strategic direction across departments. You will leverage deep product knowledge to advise...Senior
- A growing wealth management firm in Dallas is seeking an experienced wealth advisor to coordinate investment and planning services for UHNW clients. The ideal candidate will have at least 10 years of client advisory experience, strong communication skills, and a proactive...Senior
$150k - $190k
...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your... ...CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you... ...You will work closely with Relationship Managers, Investment and Wealth Specialists, Bankers...Full timeRemote workCIBC Bank
Dallas, TX20 hours ago- PwC is seeking an Asset & Wealth Management Tax Senior Manager in Dallas to guide clients through complex tax regulations, optimize positions, and ensure compliance. You will lead teams, coach colleagues, and deliver strategic tax advice while maintaining professional and...Senior
- Texas Capital Bank is seeking an experienced wealth management professional to serve as a senior private banking relationship manager in Dallas. You will generate new clients, coordinate interdisciplinary experts, and deliver comprehensive wealth solutions to affluent individuals...Senior
- Preferred Legacy National Trust Bank is seeking a Senior Wealth Strategist to serve high-net-worth clients as a family strategist, focusing on trusts and estate... ...the family of companies and assist the Portfolio Manager with investment objectives for client portfolios. You...SeniorWork at office
- U.S. Bank is seeking a Senior Wealth Manager to retain and grow relationships with medium to large high-net-worth clients. You will lead a team of Banking, Trust and Investment professionals to meet client needs and provide expert financial counsel. The role requires NMLS...Senior
- Texas Regional Bank seeks a Senior Advisor in Dallas, TX to design, implement and monitor long... ...portfolios for high-net-worth clients. You will work with bankers, trust officers... ...have a Bachelor's degree, 10+ years in wealth management, Series 65, and professional...Senior
- Huntington National Bank's Private Wealth group seeks a Wealth Strategist III to deliver the firm's intellectual capital to high net worth and complex clients and internal advisors. The role partners on new business acquisition and client retention, developing and delivering...Senior
- Grant Thornton (US) is seeking a Private Wealth Services Tax Senior Associate to perform compliance work... ...gift tax planning for high net worth clients. You’ll collaborate with our Private Wealth... ...You will supervise and mentor staff, manage multiple engagements, and respond to...Senior
- A leading wealth management firm in Texas is seeking a Senior Wealth Advisor to serve high-net-worth clients. The role involves managing client relationships, delivering comprehensive wealth management services, and leveraging existing referral networks. Ideal candidates...Senior
- Texas Capital Bank is seeking a Sr. Portfolio Manager to own the underwriting process for Private Wealth credit requests, working with Analysts, Associates and Relationship... ...to facilities, and ensuring best-in-class client service while coordinating with Credit and the Line...Senior
- Rockefeller Capital Management seeks a Senior Wealth Strategist for its Private Office. You will develop, consult on, and implement... ...plans for the firm’s most sophisticated clients, collaborating with Private Advisors and external professionals. You will conduct research...SeniorWork at office
- Allworth Financial seeks a Senior Wealth Planner to deliver customized, technically sophisticated planning for high-net-worth clients and families. The role requires deep estate planning, advanced tax strategies, and multigenerational wealth planning, collaborating with...Senior
- A financial institution is seeking an Institutional Wealth Strategist to manage client accounts and ensure compliance with legal standards. Candidates should possess a relevant degree or equivalent experience in wealth management, and have strong communication and organizational...SeniorFull time
- Allworth Financial is seeking a Senior Wealth Planner to provide sophisticated planning for high-net-worth clients and families. The role focuses on estate planning, advanced... ...with Private Wealth Strategies and Advisors to deliver a seamless, high-touch planning experience...Senior
- CIBC in Dallas, TX is seeking a Senior Relationship Manager to grow direct revenue and retain high-net-worth client relationships. You will align with clients’ sophisticated... ...’s degree and 10-15+ years in portfolio wealth management, with strong investment knowledge...SeniorFlexible hours
- HUB International is seeking a Senior Wealth Advisor in the Dallas area to partner with referral networks and prospective clients. You will develop comprehensive wealth plans aligned with client goals, leading the wealth planning process and coordinating with HUB Investment...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Advisor - Wealth Management. Be the first to apply!
Related searches
- client service officer Dallas, TX
- service agent Dallas, TX
- customer operations specialist Dallas, TX
- client support specialist Dallas, TX
- customer service associate Dallas, TX
- spanish customer service representative Dallas, TX
- senior service representative Dallas, TX
- customer solutions specialist Dallas, TX
- inbound customer service representatives Dallas, TX
- patient customer service representative Dallas, TX