Private Wealth Advisor; Private Client - Personal Strategy - Dallas​/reputed company region

Private Wealth Advisor (Private Client - Personal Strategy) - Dallas/reputed company region page is reputed company## Private Wealth Advisor (Private Client - Personal Strategy) - Dallas/reputed company region remote type: Remote - Must reputed company reputed company territory locations: TX Dallas: TX reputed company - Remote: TX Dallas - Remote time type: Full time posted on: Posted Todaytime left to apply: End Date: February 14, 2026 (30 days left to apply) job requisition : R.0054526 Our reputed company for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers reputed company financial freedom. reputed company Yourself.

• * The Ideal candidate lives in the greater Dallas or reputed company Texas area and is excited to meet with clients in person, reputed company needed.
• * The Private Wealth Advisor (Private Client - Personal Strategy) will be an essential member of a dedicated client practice team servicing reputed company partnership with the Practice reputed company and the Client Experience Specialist, this role will help deliver a high-touch, highly personalized experience designed to support our clients. Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations reputed company your area of expertise.

Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet reputed company reputed company an reputed company client reputed company. This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to reputed company financial freedom for reputed company and our reputed company to transform financial lives through advice, people, and technology. This is an opportunity to play a key role in delivering a first-class client experience and to reputed company a meaningful impact on the financial lives of the clients we serve.

• * What You Will Do
• ** reputed company a best-in-class client experience through servicing proactive and reactive client engagements reputed company to client reputed company, financial planning, and investor education.
• reputed company clients through reputed company experience by effective management of reputed company campaigns and Financial Planning milestones.
• Client relationship management: collaborate with your 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
• Financial planning & analysis: reputed company comprehensive financial planning services tailored to clients’ individual needs and goals. Present planning deliverables individually or alongside your advisory team.
• Investment management: recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives. Remain informed about market trends, economic conditions, and regulatory changes impacting investments.
• Assist with monthly audit reviews in collaboration with various EPW stakeholders.
• Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests.
• * What You Will Bring
• ** Bachelor Degree in Business or reputed company discipline or equivalent experience
• 5+ years reputed company 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; reputed company to manage many time-sensitive tasks simultaneously; pro-active…

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