Private Wealth Advisor

Senior Wealth AdvisorMy client is an independent financial planning and wealth management firm with $6B in AUM servicing the HNW & UHNW. As one of the fastest growing RIAs across the nation, more than 200% growth over the past 2 years, they're in search of a Senior Wealth Advisor to spearhead the launch of their new office in Dallas. This firm has a client-centric and planning forward approach.Qualifications for the Senior Wealth Advisor:Experienced servicing planning/investment needs of sophisticated UHNW individuals & familiesFinancial designation preferred, not required (CFP, CFA, ChFC)Existing book of businessProven ability to meet with clients and present planning strategiesDemonstrated the ability to source prospective clientsResponsibilities for the Senior Wealth Advisor:Servicing existing client baseLean on strong referral network to grow businessUtilize Financial Planning expertiseAnalyzing and recommending changes to portfoliosReview investment plans and present to clientsCollaborate with portfolio/ estate planning colleaguesCompensation and Benefits:BASE Salary + variable compensation + EQUITY#WealthManagement #FinancialAdvisor #WealthAdvisor #PrivateWealth #FinancialPlanning #WealthPlanning #UHNW #HNW #InvestmentManagement #PrivateClient #SeniorWealthAdvisor #RIA #RegisteredInvestmentAdvisor #FinancialServices #FinancialConsultant #PortfolioManagement #EstatePlanning #CFP #CFA #FamilyOffice