Senior Wealth Advisor

Senior Wealth Advisor

Recruiting Partner: Trish Boyd

Dallas, Texas | Accounting & Finance | Work from home flexibility | $136,500 to $455,000 | Job ID: 177905

Job Summary

This Fortune 500 financial institution is built on the strength and depth of its client relationships – and those relationships start with financial advisors. That's why they are committed to investing in acquisitions, new products, tools, and capabilities to help advisors serve their clients and run a thriving business. They give advisors the freedom, guidance, and end-to-end support to run their practice their way – help the advisor to grow, while developing deeper relationships with clients.

Qualifications & Experience

• 5+ years of experience in investment advisory or wealth management
• Proven, transferable book of business with high-net-worth clients (minimum of $10M AUM)
• Active Investment Adviser Representative credentials (Series 65, or Series 7 + 66, or equivalent)
• Strong client-facing presence with the ability to manage complex financial relationships independently
• Entrepreneurial mindset with enthusiasm for Ameriprise and technology-enabled advisory models
• Ability to thrive in a fast-paced, high-growth environment with evolving priorities

Responsibilities

• Serve as a trusted advisor to high-net-worth individuals and families, managing complex portfolios and long-term client relationships

• Grow assets under management by onboarding a transferable book of business, expanding existing business, and cultivating new client opportunities

• Deliver holistic financial planning

• Support training initiatives and help scale best practices across the advisory organization

• Compensation & Benefits

• Highly competitive compensation structure

• Performance-based payout rates range from 72% to 91% of gross dealer concession (GDC)

• Initial fixed payouts for a guaranteed term are based on multiple factors

• Office space branch of your choice

• JOB ID: 177905