Senior Private Wealth Advisor, Practice Lead - Dallas Region

Location: Remote, must reside within the Dallas territory; the role requires travel to meet clients in person, and candidates should live in the metro Dallas area.

Salary: Base salary of $114,000–$165,300 per year, plus a competitive bonus or sales incentive opportunity.

Company

A financial services organization focused on helping clients achieve financial freedom through advice, people, and technology.

What you will do

• Lead a dedicated client practice serving high-net-worth households in collaboration with a Wealth Advisor and Client Experience Specialist.
• Deliver onboarding, financial planning, investor education, and proactive relationship management through phone, email, virtual meetings, and face-to-face meetings.
• Retain assets under management and grow client assets through responsive communication, education, and tailored advice.
• Explain, recommend, implement, and review investment strategies aligned with client risk tolerance and financial objectives.
• Provide holistic guidance on retirement planning, income optimization, tax-advantaged savings, and education planning, collaborating on complex plans.
• Coordinate with internal stakeholders while delegating, coaching, training, and developing colleagues and resources.

Requirements

• 10+ years of related experience in financial services and client experience.
• Previous direct client contact experience is required.
• Advanced knowledge of wealth management, financial planning, tax and income optimization, and estate planning.
• Excellent verbal and written communication, interpersonal, organizational, presentation, and time-management skills; strong situational awareness, contextual thinking, initiative, and attention to detail.
• Ability to conduct effective client consultations, establish trust, manage multiple client needs, support multi-product goals, and analyze and present investment portfolios.
• Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention.
• Proficiency in or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary recordkeeping systems.
• Bachelor’s degree in business or a related discipline, or equivalent experience.
• FINRA Series 65 and fingerprinting are required. CFP is strongly preferred.

Nice to have

• Certified Financial Planner (CFP) designation.

Culture & Benefits

• Flexible remote work environment with reliable high-speed wired internet and a minimally disruptive home workspace; office work may be required if home conditions are inadequate.
• Medical, dental, vision, and life insurance.
• 401(k) plan with matching contributions of up to 6%, potential discretionary contributions, financial advisory services, and a broad investment lineup.
• Paid time off upon hire, ten paid company holidays, three floating holidays, paid volunteer time, parental leave, disability coverage, and FMLA.
• Tuition reimbursement of up to $5,250 per year and access to inclusive Business Resource Groups.