Financial Advisor

Overview

Our client is expanding its Advice and Wealth Management organization and is seeking relationship‑driven professionals to cultivate and elevate connections with ultra‑high-net-worth clients. This is a highly visible opportunity where trust, expertise, and lasting impact carry as much weight as performance. In this role, you will oversee a sophisticated book of self-directed clients with up to 5M to 25M in assets, serving as their primary contact and trusted partner. You will blend strong relationship management with thoughtful guidance, education, and tailored solutions to help clients navigate complex financial decisions with confidence.

Why this role stands out

• Manage a premium UHNW client base with meaningful assets and long‑term relationships
• Engage in high‑level wealth conversations that extend beyond transactions
• Expand your expertise across advanced planning, investment solutions, and advisory partnerships
• Join a culture that prioritizes training, development, and long‑term career growth

What you’ll do

As a Relationship Manager you will:

• Serve as the primary relationship owner for a dedicated book of self‑directed ultra‑high‑net‑worth clients, delivering a consistent, high‑touch experience
• Build deep trust and client loyalty by anticipating needs and aligning solutions through education and thoughtful guidance
• Lead sophisticated conversations around topics such as partnering with advice, share of wallet expansion, private equity, trusts, margin strategies, and charitable giving
• Strategically manage and grow your book of business while supporting broader retention and growth initiatives
• Connect with clients through genuine curiosity, empathy, and a strong understanding of their financial goals and values
• Deliver exceptional service by proactively resolving issues, navigating complex requests, and ensuring a seamless client experience
• Develop deep expertise across the organization’s products and services, using technical credibility to strengthen client relationships (comprehensive training is provided)

Career Growth & Development

The client is hiring at multiple Relationship Manager levels, offering a clear pathway for advancement. Whether you aim to broaden your scope or deepen your expertise with UHNW clients, you will receive structured onboarding, ongoing education, and leadership devoted to your success.

What we’re looking for

• Active or eligible FINRA registration (SIE, Series 7, and 63/65 or 66 required; certain designations may substitute per compliance)
• SIE and Series 7 required prior to start
• Series 66 may be obtained after start
• 3+ years of experience managing a book of business in financial services
• 2+ years of experience working with high-net-worth or ultra-high-net-worth clients preferred
• A consultative, relationship-first mindset with a passion for guiding clients through complex financial decisions
• Comfort discussing investments and planning topics such as ETFs, mutual funds, estate and legacy planning, and charitable giving
• Bachelor’s degree or equivalent experience demonstrating strong learning agility and leadership potential

Work Model

This role follows a hybrid schedule, with in‑office collaboration Tuesday through Thursday and remote flexibility on Mondays and Fridays.

Compensation & Benefits

Pay: $75,000.00 - $130,000.00 per year

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Financial planning services
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Referral program
• Relocation assistance
• Retirement plan
• Vision insurance

Location

Hybrid remote in Dallas, TX 75215