Senior Wealth Advisor
Hybrid · Denver, Colorado, United States or Dallas, Texas, United States
Job Summary
Senior Wealth Advisor to lead and manage relationships with high-net-worth and ultra-high-net-worth individuals and families, driving growth in the Dallas market with a comprehensive suite of private wealth services. Role includes servicing families with 5-50M in investable assets and multi-generational needs, providing in-house trust & estate and tax expertise, philanthropic advisory, concierge/private-services support, and equity opportunities within a high-performing, employee-owned multi-family office. Collaborative, client-centric culture with institutional-quality investment platform offering liquid and illiquid alternatives; role includes leadership and equity participation potential, and a hybrid in-office schedule (3 days/week) across Dallas and Denver markets.
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