Farther in Dallas is seeking a Senior Managing Director to support high-net-worth families with financial planning. This role combines client operations and advisor support, focusing on delivering excellent client service and managing ongoing account needs. Candidates should have 5+ years of experience in financial services, particularly with custodial platforms such as Charles Schwab, alongside strong communication skills. The position offers comprehensive health benefits, 401(k) options, and a competitive compensation package in a fast-growing startup environment.
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Client Experience Lead - Wealth Advisory Practice in dallas at Unknown Company
This position is listed as full time and onsite.