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(Archived) Senior Investment Advisor

Last Updated: 9/28/22

Job Description

Job description:

Top Tier Wealth Management Firm seeks Senior Investment Advisor in Dallas, TX to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on high touch relationship management.

Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies

Interface with research group to effectively communicate investment strategy to clients and interact closely with business development professionals to develop and deepen client relationships

Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters


Requires 8+ years investment experience and strong client facing skills. Advanced degree preferred (CFA, MBA)

Why is This a Great Opportunity:

Work for a top tier wealth management firm.

Company Details

Grand Rapids, Michigan, United States
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