Sr Wealth Management Advisor
Kyler Professional Search, Richardson, TX, United States
Relationship Manager Advice & Wealth Management
Hybrid | Financial Services
Our Client
is expanding its
Advice & Wealth Management
organization and is seeking relationship-driven professionals to manage and elevate relationships with
ultra-high-net-worth clients . This is an opportunity to step into a highly visible role where trust, expertise, and long-term impact matter just as much as performance.
In this role, youll manage a sophisticated book of self-directed clients with
$5M$25M in assets , serving as their primary point of contact and trusted partner. Youll combine deep relationship management with thoughtful guidance, education, and tailored solutionshelping clients navigate complex financial decisions with confidence.
Why This Role Stands Out
Manage a
premium UHNW client base
with meaningful assets and long-term relationships
Engage in
high-level wealth conversations
that go beyond transactions
Grow your expertise across advanced planning, investment solutions, and advisory partnerships
Join a culture that
invests heavily in training, development, and long-term career growth
What Youll Do
As a Relationship Manager, you will:
Serve as the
primary relationship owner
for a dedicated book of self-directed ultra-high-net-worth clients, delivering a consistent, high-touch experience.
Build deep trust and client loyalty by anticipating needs and aligning solutions through education and thoughtful guidance.
Lead sophisticated conversations around topics such as
partnering with advice, share of wallet expansion, private equity, trusts, margin strategies, and charitable giving .
Strategically manage and grow your book of business while supporting broader retention and growth initiatives.
Connect with clients through genuine curiosity, empathy, and a strong understanding of their financial goals and values.
Deliver exceptional service by proactively resolving issues, navigating complex requests, and ensuring a seamless client experience.
Develop deep expertise across the organizations products and services, using technical credibility to strengthen client relationships. (Comprehensive training is provided.)
Career Growth & Development
Our Client is hiring at
multiple Relationship Manager levels , offering a clear pathway for advancement. Whether youre ready to expand your scope or deepen your expertise with UHNW clients, youll be supported by structured onboarding, ongoing education, and leadership committed to your success.
What Were Looking For
Active or eligible
FINRA registration
(SIE, Series 7, and 63/65 or 66 required; certain designations may substitute per compliance).
SIE & Series 7 required prior to start
Series 66 may be obtained after start
3+ years of experience
managing a book of business in financial services.
2+ years of experience
working with high-net-worth or ultra-high-net-worth clients preferred.
A consultative, relationship-first mindset with a passion for guiding clients through complex financial decisions.
Comfort discussing investments and planning topics such as
ETFs, mutual funds, estate and legacy planning, and charitable giving .
Bachelors degree or equivalent experience demonstrating strong learning agility and leadership potential.
Work Model
This role follows a
hybrid schedule , with in-office collaboration
Tuesday through Thursday
and remote flexibility on
Mondays and Fridays .
Hybrid | Financial Services
Our Client
is expanding its
Advice & Wealth Management
organization and is seeking relationship-driven professionals to manage and elevate relationships with
ultra-high-net-worth clients . This is an opportunity to step into a highly visible role where trust, expertise, and long-term impact matter just as much as performance.
In this role, youll manage a sophisticated book of self-directed clients with
$5M$25M in assets , serving as their primary point of contact and trusted partner. Youll combine deep relationship management with thoughtful guidance, education, and tailored solutionshelping clients navigate complex financial decisions with confidence.
Why This Role Stands Out
Manage a
premium UHNW client base
with meaningful assets and long-term relationships
Engage in
high-level wealth conversations
that go beyond transactions
Grow your expertise across advanced planning, investment solutions, and advisory partnerships
Join a culture that
invests heavily in training, development, and long-term career growth
What Youll Do
As a Relationship Manager, you will:
Serve as the
primary relationship owner
for a dedicated book of self-directed ultra-high-net-worth clients, delivering a consistent, high-touch experience.
Build deep trust and client loyalty by anticipating needs and aligning solutions through education and thoughtful guidance.
Lead sophisticated conversations around topics such as
partnering with advice, share of wallet expansion, private equity, trusts, margin strategies, and charitable giving .
Strategically manage and grow your book of business while supporting broader retention and growth initiatives.
Connect with clients through genuine curiosity, empathy, and a strong understanding of their financial goals and values.
Deliver exceptional service by proactively resolving issues, navigating complex requests, and ensuring a seamless client experience.
Develop deep expertise across the organizations products and services, using technical credibility to strengthen client relationships. (Comprehensive training is provided.)
Career Growth & Development
Our Client is hiring at
multiple Relationship Manager levels , offering a clear pathway for advancement. Whether youre ready to expand your scope or deepen your expertise with UHNW clients, youll be supported by structured onboarding, ongoing education, and leadership committed to your success.
What Were Looking For
Active or eligible
FINRA registration
(SIE, Series 7, and 63/65 or 66 required; certain designations may substitute per compliance).
SIE & Series 7 required prior to start
Series 66 may be obtained after start
3+ years of experience
managing a book of business in financial services.
2+ years of experience
working with high-net-worth or ultra-high-net-worth clients preferred.
A consultative, relationship-first mindset with a passion for guiding clients through complex financial decisions.
Comfort discussing investments and planning topics such as
ETFs, mutual funds, estate and legacy planning, and charitable giving .
Bachelors degree or equivalent experience demonstrating strong learning agility and leadership potential.
Work Model
This role follows a
hybrid schedule , with in-office collaboration
Tuesday through Thursday
and remote flexibility on
Mondays and Fridays .