A leading staffing agency is seeking a Senior Wealth Manager in Dallas, TX, to build client relationships in a technology-driven wealth management environment. The ideal candidate will have over 10 years of investment advisory experience and a strong enthusiasm for leveraging Fintech to enhance client services. This role includes developing financial strategies, collaborating with product teams, and delivering comprehensive financial planning. A great opportunity to make an impact in a fast-paced setting.
#J-18808-Ljbffr
#J-18808-Ljbffr