Senior Wealth Advisor for High-Net-Worth Families

Posted 12 days ago

exencial wealthFort Worth (TX)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

A financial advisory firm is seeking a professional to manage and strengthen client relationships within an existing book of business. The candidate will ensure high-quality service delivery, maintain compliance, and leverage extensive wealth management experience. Responsibilities include designing investment portfolios, preparing for client meetings, and fostering collaborative relationships. The ideal candidate should have over 10 years in financial services and strong interpersonal skills, as well as familiarity with financial planning software. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.