Private Wealth Advisor (Private Client - Personal Strategy) - Dallas area

Overview

This role supports a dedicated client practice team providing a high-touch, highly personalized experience for private clients. Responsibilities emphasize relationship management and thoughtful, strategic planning conversations within your area of expertise.

The ideal candidate lives in and is excited to meet with clients in the Dallas Texas area.

Responsibilities

• Provide best-in-class client experience across proactive and reactive client engagements related to client onboarding, financial planning, and investor education
• Lead clients through an optimal experience by managing outreach campaigns and financial planning milestones
• Manage client relationships by collaborating with the advisory team to grow and maintain strong long-term relationships with highly valued clients
• Identify and drive planning opportunities and coordinate financial planning information gathering
• Deliver financial planning services tailored to clients’ individual needs and goals, presenting planning deliverables individually or alongside the advisory team
• Recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives
• Stay informed about market trends, economic conditions, and regulatory changes impacting investments
• Assist with monthly audit reviews in collaboration with various stakeholders
• Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests

Requirements

• Bachelor’s degree in Business or related discipline, or equivalent experience
• 5+ years of related work experience in financial services and client experience
• FINRA Series 65 required
• FINRA fingerprinting required
• Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
• Excellent verbal and written communication skills; strong interpersonal skills
• Detail oriented; able to manage many time-sensitive tasks simultaneously
• Proactive self-starter with strong situational awareness and contextual thinking
• Strong organizational and presentation skills
• Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
• Proficiency in (or ability to quickly learn) Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems

Preferred Qualifications

• Prior experience as a high performing Advisor & Planner in the Personal Strategy solution
• CFP preferred

Compensation & Benefits

• Base salary range: $87,400.00 - $123,400.00
• Non-sales positions: opportunity to participate in a bonus program
• Sales positions: eligible for sales incentives, and in some instances a bonus plan (total compensation may exceed base salary depending on individual performance)
• Medical, dental, vision and life insurance
• Retirement savings: 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment (option to wear jeans)
• Paid time off upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time: 16 hours per calendar year
• Leave of absence programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) open to all

Location

• Dallas Texas area

Work Authorization

Applicants must be authorized to work for any employer in the U.S. The employer is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Additional Information

• For remote and hybrid positions, reliable high-speed internet with a wired connection and a place in your home to work with limited disruption are required. Connectivity must be from a fiber, cable or DSL internet service provider. Other necessary computer equipment will be provided. The role may require working in the office if the home work environment and required internet connection are not adequate.
• Job posting end date: 11-14-2026 (12:01 am)