Senior Wealth Advisor for High-Net-Worth Families
Exencial Wealth Advisors
A financial advisory firm is seeking a professional to manage and strengthen client relationships within an existing book of business. The candidate will ensure high-quality service delivery, maintain compliance, and leverage extensive wealth management experience. Responsibilities include designing investment portfolios, preparing for client meetings, and fostering collaborative relationships. The ideal candidate should have over 10 years in financial services and strong interpersonal skills, as well as familiarity with financial planning software. #J-18808-Ljbffr Exencial Wealth Advisors
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor for High-Net-Worth Families 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... ...high-net-worth individuals and families, managing complex portfolios...SeniorHigh net worthWork at office
New Day Executive Search
Dallas, TX3 days ago - ...financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in... ...strategies that will help our Ultra High Net Worth clients achieve their unique... ...profile, and influential individuals and families. By communicating Vanguard’s...SeniorHigh net worthFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
- ...Join a diverse team helping high-profile clients understand,... ...currently seeking a Tax Manager / Senior Manager, Family Office to join our Business... ...: Serve as the trusted advisor to family offices on... ...income tax issues for ultra-high net-worth individuals and families...SeniorHigh net worthFull timeWork at officeLocal area
KPMG
Dallas, TX24 days ago - Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will own and grow a book of client relationships, delivering personalized wealth strategies built on planning, tax and...SeniorHigh net worth
- ...Range: TBDAn elite, ultra-boutique family law practice is seeking an exceptional Senior Family Law Attorney with over... ...practice specializes in protecting high-net-worth individuals and... ...maintaining strict client privacy.Wealth Preservation: Collaborate with allied...SeniorHigh net worthLocal area
- ...Description Job Description Senior Wealth Manager Presented... ...Registered Investment Advisor (RIA) with more than... ...serving individuals, families, business owners, and... ...delivering proactive, high‑touch guidance across... ...advisor to high‑net‑worth clients — all with the...SeniorHigh net worthRemote work
RK Partners
Dallas, TX11 days ago $200k - $250k
Join to apply for the Senior Wealth Advisor role at District Partners Get AI-... ...scratch. You will step into a high-volume referral environment,... ...holistic service to high-net-worth individuals, business owners, and multigenerational families. What You’ll Do Serve as the...SeniorHigh net worthImmediate start- A leading family law firm in Dallas, Texas is seeking an experienced Family Law Attorney to represent clients in high-net-worth divorces, complex property divisions, and contentious child custody disputes. The ideal candidate will have over 10 years of experience, a strong...SeniorHigh net worth
- A high net worth family office in Dallas is looking for a Senior Accountant to manage financial reporting and accounting needs. This position offers an exceptional work/life balance, excellent benefits, and growth potential into an Accounting Manager role. Ideal candidates...SeniorHigh net worthWork at office
- A financial advisory firm based in Dallas is seeking a Senior Tax Advisor to support ultra-high-net-worth families and businesses. This role involves advising on tax matters, collaborating with internal and external teams, and ensuring compliance with federal and state...SeniorHigh net worthWork at office
- Senior Accountant, Family office (great work-life balance), 95K-98K+Bonus 2 days ago Be among the first 25 applicants Get AI-powered advice... ...are looking to fill a Senior Accountant position with a high net worth family office in Dallas. This company offers great work/life...SeniorHigh net worthWork at office
- Truist is seeking a primary relationship advisor for high net worth clients in Dallas, Texas. This role is responsible for developing and deepening... ...through exceptional service and delivery of Truist Wealth solutions. Key responsibilities include acquiring new clients...SeniorHigh net worth
- 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...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
- Jobot is seeking a Permanent Wealth Advisor in Dallas to manage high net worth client accounts, provide tax planning advice, and implement wealth management strategies in a fiduciary framework. The role emphasizes building strong client relationships, guiding investment...SeniorHigh net worthPermanent employment
- ...Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. We bring together investment management,... ...resonates with you, we’d love to connect! Senior Financial Advisor Are you ready for independence without...SeniorHigh net worthPermanent employmentWork at office
CORDA Investment Management
Dallas, TX4 days ago - ...financial institution in Dallas is seeking a Private Banker - Managing Director to provide exceptional wealth management services. The role involves advising high-net-worth families on investments and financial planning while managing client relationships. Candidates should...SeniorHigh net worth
$90k - $95k
...Job Description Job Description We are looking to fill a Senior Accountant position with a high net worth family office in Dallas. This company offers great work/life balance, great benefits, and the opportunity to build a high-profile network through exposure to wealthy...SeniorHigh net worthTemporary workWork at officeLocal areaLHH US
Dallas, TX11 days ago$240k
...Sr. Wealth Advisor Compensation: $240,000 per year (1-year draw) Location: DFW, Texas... ...with others Job purpose: As a Senior Wealth Advisor, you will work directly... ...planning Depth of experience working with high net worth or ultra-high net worth clients...SeniorHigh net worthFull timeWork experience placementLocal areaSquaremouth
Dallas, TX2 days ago- ...Job Description About Beacon Pointe Advisors Beacon Pointe is one of the nation’... ...services to a range of clients, including high-net-worth individuals, families, and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment...SeniorHigh net worth
- ...banking specialist for high net worth and ultra high net... ...Brokerage, Insurance, Wealth Planning, and Equity Risk... ...the Wealth Management Advisor. Demonstrates highly... ...this position. Senior Private Banker At... ...our employees and their families, encompassing physical...SeniorHigh net worthWork at office
Fifth Third
Dallas, TX2 days ago $110k - $135k
Overview Tompkins Financial Advisors is the wealth management division of... ...replicated quickly: the trust of families, sustained across... ...relationship. Position Role The Senior Financial Planner is the financial... ...for clients with complex, high-net-worth, business owner, executive,...SeniorHigh net worthLocal area$164.6k - $225k
...leader in innovative wealth management, asset servicing... ...individuals, families, corporations and institutions... ...Title: Sr. Portfolio Advisor, Global Family Office... ...large and sensitive high net worth personal trusts and individual... ...is encouraged, senior leaders are accessible...SeniorHigh net worthFull timeH1bWork at officeWorldwideFlexible hours- Frost is seeking a Private Banking Officer II in Dallas, Texas, to manage client relationships and assist families with their financial needs. You will develop tailored plans for clients with investable assets of $1.5-5 million and ensure comprehensive financial service...SeniorHigh net worth
- Busey Bank seeks a Private Banker II in Dallas, TX to manage a portfolio of high-net-worth personal and business relationships, delivering wealth management and loan solutions. You will collaborate with internal partners to cross-sell, grow deposits, and provide an exceptional...SeniorHigh net worth
- ...autonomy to reach your goals.EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS)... ...EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach...SeniorHigh net worthFull timeTemporary workLocal area
$100k - $150k
...inspiration to do our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who... ...public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial...SeniorHigh net worthFull timeWork at officeLocal area- Alvarez & Marsal in Dallas, TX seeks a Director to enhance Private Client Services, working with high net worth families and domestic/international clients. Lead accounting processes, implement controls, manage engagements and mentor junior staff. You will partner with...High net worthWork at office
- ...to reach your goals.We are seeking a Senior Associate to join the Real Estate... ...foster. We act as a trusted business advisor every step of the way, from a client... ...middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations...SeniorHigh net worthFull timeLocal area
- Bank of America is seeking a Senior Credit Underwriter or Credit... ...capacity for ultra-high-net-worth clients, including individuals, family offices, trusts, and wealth entities. You will prepare comprehensive... ...collaboration with Credit Advisors and risk teams. The role...SeniorHigh net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor for High-Net-Worth Families. Be the first to apply!
Related searches
- international financial advisor Dallas, TX
- financial advisor Dallas, TX
- financial associate Dallas, TX
- oracle financial functional consultant Dallas, TX
- estate planning consultant Dallas, TX
- associate leveraged finance Dallas, TX
- financial advisor associate Dallas, TX
- financial planning associate Dallas, TX
- oracle financial consultant Dallas, TX
- financial planning assistant Dallas, TX