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VP Private Wealth Advisor

2 months ago

Dallas, United States RWR Enterprises Inc. Full time

VP Managing Private Wealth Manager Advisor (Investment / Trust & Estate Planning)

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.

VP Managing Private Wealth Manager Advisor (Investment / Trust & Estate Planning), 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. The transition of client relationships. Lead mid to senior level wealth Advisors.

Responsibilities of the VP Managing Private Wealth Manager Advisor (Investment / Trust & Estate Planning)

A Private Wealth Manager Advisor Investment / Trust and Estate Planning will play a key role in growing and retaining assets under management in the Dallas office, helping with the transition of client relationships. Manager level strategic role leading office Mid to Senior level Wealth Advisors

Requirements of the VP Managing Private Wealth Manager Advisor (Investment / Trust & Estate Planning)

5 Plus years of proven experience managing investment relationships

Manager level experience leading office and Mid to Senior level Wealth Advisors

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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