Senior Wealth Advisor — High-Net-Worth Planning
HUB International
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 Partners and partner firms. Bring 7+ years in financial services, a business degree, and securities licensing (Series 65 or CFP). This role offers a hybrid schedule, generous benefits, and opportunities to grow professionally #J-18808-Ljbffr HUB International
Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor — High-Net-Worth Planning in Dallas, TX vacancy
- ...Financial Advisor This Fortune 500 financial institution is... ...experience in investment advisory or wealth management ~ Proven,... ...book of business with high-net-worth clients (minimum of $10M AUM... ...Deliver holistic financial planning Support training initiatives...SeniorHigh net worthWork at office
- 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... ...and a strong background in financial planning. This opportunity provides competitive...SeniorHigh net worth
$240k
...Sr. Wealth Advisor Compensation: $240,000 per year (1-year draw)... ...others Job purpose: As a Senior Wealth Advisor, you will... ...create comprehensive wealth plans that include a coordinated financial... ...of experience working with high net worth or ultra-high net worth...SeniorHigh net worthFull timeWork experience placementLocal area$200k - $250k
Join to apply for the Senior Wealth Advisor role at District Partners Get AI-... ...flow. The firm offers top-tier planning, investment, and technology... .... You will step into a high-volume referral environment,... ...delivering holistic service to high-net-worth individuals, business owners...SeniorHigh net worthImmediate start- ...RIA that combines expert advisors with cutting-edge... ...comprehensive, tailored wealth management experience.... ...The Role As a Senior Financial Planner on the Financial Planning team, you will play a crucial... ...plans to mass affluent, High Net Worth and Ultra High Net worth...SeniorHigh net worth
$110k - $135k
...Senior Financial Planner Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an... ...Financial Planner is the financial planning subject matter expert within... ...for clients with complex, high-net-worth, business owner, executive,...SeniorHigh net worthLocal area- ...Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. We... ...management, financial planning, tax strategy, and estate planning... ...with you, we’d love to connect! Senior Financial Advisor Are you ready for independence...SeniorHigh net worthPermanent employmentWork 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...SeniorHigh net worth
- Texas Regional Bank seeks a Senior Advisor in Dallas, TX to design, implement and monitor long-term investment portfolios for high-net-worth clients. You will work with bankers, trust officers... ...a Bachelor's degree, 10+ years in wealth management, Series 65, and...SeniorHigh net worth
- Grant Thornton (US) is seeking a Private Wealth Services Tax Senior Associate to perform compliance work for complex returns and to provide income, estate, and gift tax planning for high net worth clients. You’ll collaborate with our Private Wealth Services Tax team to...SeniorHigh net worth
- EisnerAmper seeks a Tax Senior Manager to lead Private Client Services, overseeing complex tax engagements for ultra-high net worth individuals and families. The role blends technical... ...position emphasizes leadership, proactive planning, and collaboration across teams to...SeniorHigh net worthRemote jobFlexible hours
- Westwood Wealth in Dallas seeks a Senior Vice President, Wealth Strategist, Director of Planning & Compliance to design and deliver sophisticated... ...wealth solutions for high-net-worth clients. You will collaborate... ...teams and external advisors to provide proactive, highly...SeniorHigh net worth
$110k
...We’re hiring a Tax Senior Associate for an established, mid-sized CPA firm in Dallas... ...and review complex tax engagements for high-net-worth individuals and privately held businesses... ...1041 Tax estimates, projections, planning, and compliance Research and resolve...SeniorHigh net worthFull time$200k
...client is a boutique wealth management firm in... ...They are seeking a high-caliber Financial Advisor with the presence,... ...a key partner to a senior lead advisor, while... ...senior advisor for high-net-worth client relationships... ...through Financial Planning & Strategy Develop...High net worth- 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. You will generate new business, partner with the advisory team, and act as the primary contact for established...SeniorHigh net worth
- ...multigenerational families — and the advisors who serve them —... ...is seeking exceptional wealth advisors who have built... ...work on an ambitious high-caliber entrepreneurial... ...wealth strategies and planning for founders,... ..., executives, and high-net-worth families *The recognition...High net worthWork at officeRemote workFlexible hours
- 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 administration. You will generate new business through partnerships across the family of companies and assist...SeniorHigh net worthWork at office
- Shift Pursuit in Dallas seeks an experienced Tax Manager to lead complex tax engagements for high-net-worth individuals and business owners. You will deliver planning and compliance guidance, build trusted client relationships, and contribute to practice initiatives. You...SeniorHigh net worthShift work
- Huntington National Bank's Private Wealth group seeks a Wealth Strategist... ...firm's intellectual capital to high net worth and complex clients and internal advisors. The role partners on new... ...advanced estate, tax and financial planning strategies, and ensuring financial...SeniorHigh net worth
- ...is partnering to place a Senior Trust & Estates Tax Paralegal... ...a sophisticated Private Wealth practice. The ideal... ...fiduciary tax matters, and high-net-worth client services. You will... ...attorneys, clients, and advisors on complex wealth planning and estate matters while...SeniorHigh net worthRemote jobPrivate practice
- Fidelity Investments seeks a Vice President, Advanced Planning to serve as a financial and estate planning expert for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads end-to-end engagements using eMoney and other tools to deliver comprehensive...SeniorHigh net worthRemote work
- Clients Blackbox, Inc. is seeking a senior paid media strategist to own client performance across Meta campaigns. You will lead client... ...to end, and write direct-response copy and VSL scripts for high-net-worth audiences. The role requires 5+ years in paid media with Meta,...SeniorHigh net worthRemote jobWork from home
- ...in the United States is seeking an experienced tax professional to advise clients on partnership tax preparation, planning, and compliance for high-net-worth individuals and privately held businesses. Responsibilities include reviewing returns, translating complex tax...SeniorHigh net worth
- ...Specialist for the U.S. Private Bank to manage the most complex borrowing relationships. You will present credit solutions to ultra-high net worth clients and advise on implementation. You will collaborate with Market Managers, Bankers and Investors to originate leads,...SeniorHigh net worth
- Corient is seeking a seasoned Wealth Advisor-to-be to partner with Wealth Advisors and deliver integrated planning solutions for high-net-worth clients in a collaborative team. You will prepare and present financial planning analyses, coordinate client meetings, and help...High net worth
- ...management. Why join us? As an advisor, your role will be highly impactful to our mission and... ...: Are you passionate about wealth management and financial planning? Do you have a knack for... ...pivotal role in managing high net worth individual accounts, providing...High net worthPermanent employmentLocal area
- ...Tax Senior Associate At EisnerAmper, we look for individuals who welcome new ideas,... ...Will Be Responsible For: Coordinate, plan, and supervise multiple engagements which... ...family owned, closely held businesses and high net worth individuals with the solutions they need...SeniorHigh net worthTemporary workLocal area
- Corient is seeking an experienced Wealth Advisor support professional to partner with senior advisors in delivering comprehensive financial planning for high-net-worth clients. You will conduct analyses, prepare presentations, and help manage client relationships with proactive...High net worth
- 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...SeniorHigh net worth
- 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...SeniorHigh net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor — High-Net-Worth Planning. Be the first to apply!
Related searches
- financial counselor Dallas, TX
- private wealth advisor Dallas, TX
- senior wealth advisor Dallas, TX
- junior oracle financial functional consultant Dallas, TX
- entry level financial advisor Dallas, TX
- associate corporate finance Dallas, TX
- financial advisor associate Dallas, TX
- financial consultant Dallas, TX
- financial advisor training program Dallas, TX
- estate planning consultant Dallas, TX

