Senior Private Wealth Advisor, Practice Lead (Personal Strategy) (Finance)

TL;DR

Senior Private Wealth Advisor, Practice Lead (Personal Strategy) (Finance): Managing and growing high-net-worth client portfolios by delivering tailored financial advice and strategic investment planning with an accent on relationship management and asset retention. Focus on holistic financial planning, investment strategy implementation, and leading a dedicated client practice team.

Location: Must reside within the Dallas or Houston, Texas regions and be available for in-person client meetings

Salary: $114,000 - $165,300

Company

A financial services firm focused on transforming financial lives through advice, people, and technology.

What you will do

• Lead a dedicated client practice team including a Wealth Advisor and Client Experience Specialist to build lasting relationships.
• Provide high-end client experiences focusing on onboarding, financial planning, and investor education.
• Manage high-net-worth client households proactively via phone, email, and virtual meetings.
• Recommend and implement investment strategies aligned with clients' risk tolerance and financial objectives.
• Deliver holistic financial planning across retirement, income optimization, tax strategies, and education planning.
• Collaborate with internal stakeholders and Financial Planning Specialists on complex financial issues.

Requirements

• 10+ years of experience in financial services and wealth advisory.
• FINRA Series 65 certification is required.
• Bachelor’s degree in business or a related discipline.
• Proven track record of success with high-net-worth clients and asset retention.
• Expert knowledge of wealth management, tax optimization, and estate planning.
• Strong proficiency in Salesforce and Microsoft Office Suite.

Nice to have

• CFP (Certified Financial Planner) certification.

Culture & Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with generous company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, company holidays, and floating holidays.
• Paid parental leave and short/long-term disability.
• Paid volunteer time (16 hours per calendar year).