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Sage Search Partners

Senior Wealth Advisor – High-Impact Planning (Dallas, On-Site)

Sage Search Partners, Dallas, Texas, United States, 75215

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A boutique wealth management firm in Dallas, TX, is seeking a Senior Wealth Advisor to oversee high-net-worth client relationships and deliver comprehensive planning and investment advice. The ideal candidate will have at least 7 years of experience in financial planning, a CFP® designation, and strong communication skills. This role requires a hands-on approach with a focus on client management and innovative financial strategies. The firm offers a collaborative in-office environment with competitive compensation. #J-18808-Ljbffr