Wealth Management Advisor


Dallas, TX

Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 168 days ago

  by    John Hoffman

This job is no longer available.


Our client, one of the top names in private wealth management and research with over $95 Billion in private capital for families, individuals, foundations and endowments under management, is currently in search of experienced Wealth Management Advisors. They are currently looking for candidates to market their products and services to high net-worth families, individuals, foundations and endowments in Atlanta, Boston, Chicago, Dallas, Denver, Houston, Los Angeles, Miami, Minneapolis, Nashville, New York, Orlando, Philadelphia, Pittsburgh, San Diego, San Francisco, Seattle, Tampa, Washington DC and West Palm Beach.  

This is a very high income position with an outstanding base salary, which, when coupled with a production-based bonus income, will yield long term compensation in the upper six figures  as well as offering the proven opportunity to earn into seven figures. 

This is a crucial position as you will be the person responsible for developing new clients and advising existing ones. We therefore seek intelligent and well-educated sales "Rainmakers" with a proven record of building relationships based on advice of the highest quality and deep mutual trust. Before joining our Client, most Advisors had experience developing new business.

To be successful with our Firm, an Advisor should:

  • Have "Hunter/New Business" type sales experience in a finance related capacity
  • Have the ability to build deep relationships with a broad range of clients.
  • Have a four year college degree from a recognizable school, although an MBA or advanced degree is preferred
  • Cultivate relationships with third party referral sources, e.g., attorneys
  • Have experience and excel at building a business
  • Have an established business network in your area and be involved in your community
  • Have earnings in excess of $200K for the past several years

Our client will train you on their products, company history, marketing activities, services and proven methodology. Should you not have them, they will train and prepare you for obtaining any required licenses.

As the next training class starts soon, these openings are immediate, so if you fit the above profile and have a sincere interest in hearing about what should be the last job of your career, pleaserespond today. 

$195K - $247K