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UHNW Wealth Strategy Director

Executive, Dallas, Texas, United States, 75215

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A leading financial services company seeks an experienced Investment Counselor Principal in Dallas, Texas. This role involves managing investment relationships with ultra-high net worth clients and providing tailored advice. Candidates should have over 15 years of experience, strong market knowledge, and advanced degrees like CFA or MBA. The position offers a salary range of $200,000 to $500,000 plus benefits, emphasizing growth through deep client relationships. Join a collaborative environment and make a significant impact on wealthy clients' investment strategies. #J-18808-Ljbffr