Senior Wealth Manager
Highspeed Staffing
Senior Wealth Manager
Dallas, Texas, United States
About the Job
Position: Senior Wealth Manager
Location: Dallas, TX
Duration: Full-Time- On site
Salary: DOE
Description
The client is seeking a Senior Wealth Manager to build and grow their book of business in Dallas, TX. This opportunity is ideal for an experienced financial advisor who thrives in a technology-driven wealth management environment and is passionate about leveraging Fintech to enhance the advisor and client experience.
This role offers the chance to actively manage client relationships, grow a practice with full operational support, and collaborate with product development teams to help refine cutting-edge wealth management technology.
Key Responsibilities
- Develop, manage, and grow client relationships, supporting business development efforts.
- Provide holistic financial planning, including investment strategy, tax, retirement, estate, insurance, and charitable giving.
- Analyze client financial situations, create investment recommendations, and implement long-term strategies.
- Partner with tax, estate, and insurance professionals to optimize financial outcomes.
- Collaborate with product development teams to enhance advisor and client technology tools.
- Support growth initiatives by helping source, pitch, and onboard new advisors.
Must-Have Qualifications
- 10+ years of investment advisory experience.
- Actively advised book of business.
- Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
- Strong ownership mindset and desire to make an impact in a fast-paced, tech-driven environment.
- Enthusiasm for Fintech and leveraging technology for enhanced client experiences.
Nice-to-Have Qualifications
- Prior experience at a technology-focused company.
- BS or MS in an analytical or technical field.
- Experience managing clients with $1M+ in assets.
- Depth of expertise in key areas such as tax, estate planning, or stock options.
- Proficiency in financial planning software.
- Strong analytical, communication, and problem-solving skills.
Vacancy posted 12 hours ago
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