HUB International is seeking a Senior Wealth Advisor in the Dallas area to partner with referral networks and prospective clients. You will develop comprehensive wealth plans aligned with client goals, leading the wealth planning process and coordinating with HUB Investment Partners and partner firms.
Bring 7+ years in financial services, a business degree, and securities licensing (Series 65 or CFP). This role offers a hybrid schedule, generous benefits, and opportunities to grow professionally
#J-18808-LjbffrSenior Wealth Advisor — High-Net-Worth Planning in dallas at Unknown Company
This position is listed as full time and hybrid.