WEALTH ADVISOR (Dallas, TX)

Wealth Advisor
Dallas TX
Posted 4 months ago

Bray Executive Search is a national executive search firm specializing in family office/family wealth management.  We have been retained by a nationally recognized multifamily-office who is seeking a Wealth Advisor for Dallas, TX.

This prestigious, independent firm is recognized as one of the leading wealth advisories for people of significant wealth in the industry; and they offer a full range of family office services for UHNW clients.  They have a platform and business model for the UHNW client segment that allows for customized and sophisticated solutions. The firm provides an encompassing, holistic scope of family office services including:  financial, estate, legacy, and tax planning, investment management, philanthropic consultancy, trust and fiduciary services, education, and financial administration. 

The focus of the Wealth Advisor is client relationship management for a group of complex UHNW clients.  Candidates should have a demonstrated and proven record of successfully managing client relationships.  It is highly preferred that he or she have an area of subject expertise relevant to family wealth client delivery (planning, investment management, trust, tax, etc.).  The Wealth Advisor should have a wealth consulting orientation as he or she will profile clients regarding their values, needs, and goals across the family enterprise, as well as their full financial picture.

The Wealth Advisor will be part of a talented team with deep expertise in the UHNW client segment, and it is imperative that the candidate be a seamless cultural fit in a collaborative and collegial culture.  The Wealth Advisor will work closely with client families with a focus on a consultative, multigenerational approach and have a thorough and comprehensive understanding of these families.  The successful candidate must be able to understand and apply solutions to complex financial issues, applying comprehensive family office services and resources as needed.

The Wealth Advisor will be responsible for providing an extraordinarily high level of service to all clientele.  He or she must have an established external presence and ideally able to contribute to the thought leadership of the firm.  This firm offers a prestigious and established identity in the family wealth market with services and resources for UHNW clients.     

Requirements:

>>BA required; prefer graduate or professional studies; CFP, CFA, CPA, JD, MBA, etc. 

>Minimum 10-15 years of wealth advisory to HNW/UHNW family clients

>Experience in multigenerational client advisory

>Demonstrated knowledge of solutions across wealth management disciplines

>Has a known and expert external presence with HNW/UHNW

To apply, please submit your resume to jeannie@braysearch.com.  For more information for qualified candidates, please call Buzz Bray at (206) 402-3401. Inquiries and applications will be held in strict confidence.

Job Features

Job CategoryAccountant, Attorney, CFP, Client Management, CPA, Estate Planning, Family Office, Finance, HNW, LLM, MFO, Multi-Family Office, Private Strategies, Private Wealth, Relationship Management, Tax Planning, Taxes, UHNW, Wealth Advisor, Wealth Management, Wealth Planner, Wealth Strategist

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