Accounting & Finance

Private Wealth Advisor for High-Net-Worth Clients

Zohorecruit

Fort Worth · Texas · United States

Zohorecruit is assisting a Dallas, TX-based, fee-only fiduciary portfolio management firm in finding an Investment Counselor. You will manage relationships with high-net-worth clients, discuss top-down portfolio strategy, and coordinate with internal teams to deliver exceptional service.

The role emphasizes ongoing market education, proactive client engagement, and a transparent compensation package with potential discretionary bonuses.

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Reference: WJ-5408_6604706

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