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UHNW Investment Advisor & Relationship Architect

Executive, Dallas, TX, United States


A leading financial services firm in Dallas is seeking an experienced Investment Counselor to manage investment relationships with ultra-high net worth clients. The role requires over 15 years of experience in investment advising and solutions, a strong ability to cultivate relationships, and an in-depth understanding of market trends. Candidates with CFA or MBA are preferred. This full-time position offers a competitive salary ranging from $200,000 to $300,000 along with comprehensive employee benefits. #J-18808-Ljbffr