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Wealth Management Advisor

4 months ago

Dallas, United States Richard, Wayne & Roberts Full time

Wealth Management Advisor

Dallas TX


Assisting our Client, a focused investment management group offering equity solutions.

Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior leadership. It is a large enough firm to be innovative.

Able to get answers quickly and very client-focused.


Our investment services can address a wide range of investment objectives for private clients. Unique investment capabilities in the U.S. and growing markets. A private Wealth Management Advisor, a person will play a key role in growing and retaining assets under management in the Dallas office, helping with the transition of client relationships.


Manage key client relationships ensuring accounts are properly serviced. This person will play a key role in growing and retaining assets under management. Unique opportunity to become a Partner / Equity. Support staff provided, Business Development / Lead generation provided / Operations / Mid and Back Office Analyst / Marketing / Technology / and Trust Attorney provided for Family Wealth Planning Strategies


Responsibilities of the Wealth Management Advisor


A private Wealth Advisor, a person will play a key role in growing and retaining assets under management in the Dallas office, helping with the transition of client relationships.


Requirements of the Wealth Management Advisor


8 Plus years of proven experience managing investment relationships with experience/knowledge in wealth management.


Our Job Seeker Coaching includes:

Our dedicated team can help you find the kind of rewarding, challenging career opportunities that you are looking for


If interested in learning more, send an updated resume to ckennedy@rwr.com


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