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Financial Advisor job in Dallas at Westport One

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Financial Advisor at Westport One

Financial Advisor

Westport One Dallas, TX Full-Time
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Financial Advisor

Our client is a one of the elite investment firms that is highly competitive in the Wealth Management space from advanced planning strategies and a wide array of investment management services to HNW families, endowments and foundations, and institutions to help them reach specific financial objectives. They are looking for a VP level Financial Advisor that will develop new clients and raise assets, while maintaining a close ongoing relationship with their existing base of clients. They work closely with their clients to create solutions tailored to each client's lifestyle objectives, return goals, and risk tolerance.

They are looking for someone who is connected, great with building relationships, knowledgeable with holistic solutions to wealth management, and the ability to go up market with $5MM+ in liquidity. They require at least 8 to 10 years of relevant experience with HNW and UHNW clients with an established network.

 

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, one of the largest talent advisory, recruiting, and staffing organizations in the world. Our 55-year-old, global family is comprised of nearly 400 firms with 1,500 search and advisory professionals across four continents. It takes a network to build a business™. So, let’s start building!

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at [ Link removed ] - Click here to apply to Financial Advisor

To apply for this position, submit your resume by choosing one or more of the following:

  • ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

  • Fax resume with cover letter to
    314-991-9586
    . Attention: Kim Carlson. Please refer to job reference code NB/TXfinancialadvisor

NO CALLS PLEASE

Financial Advisor

Recommended Skills

Asset Management
Finance
Foundations
Holism
Investments
Investment Management
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Job ID: NB/TXfinancialadvisor

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