Delos Senior Wealth Strategist

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The Position

Job Title

Delos Senior Wealth Strategist

Job Description

Company Overview

Delos Capital Advisors, A Spend Life Wisely Company, is the wealth management subsidiary for First United Bank that provides services to ultra-high net worth individuals, private family offices and foundations, institutional investors, and financial service companies by providing comprehensive wealth, risk, and investment management services.

Under the parent company of Spend Life Wisely, our shared philosophy revolves around helping our clients emphasize balance through four pillars : Wellness, Personal Development, Financial Well-Being, and Faith.

Position Summary

The Senior Wealth Strategist is a key client acquisition leader responsible for attracting and engaging High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals and families. This individual will lead strategic efforts to develop client relationships, create marketing and networking initiatives, and collaborate with partners across Delos Capital Advisors (DCA) to deliver tailored financial solutions. Success in this role is driven by relationship-building, thought leadership, and high-touch client service that positions Delos Capital Advisors as the partner of choice for sophisticated wealth management needs.

Key Responsibilities

Business Development & Client Acquisition

• Identify and pursue opportunities to attract HNW and UHNW clients through strategic planning and relationship-building.
• Leverage professional and personal networks to generate qualified referrals and introductions.
• Research and analyze prospects' full financial picture, including assets and liabilities, to provide comprehensive service recommendations.
• Present customized wealth management solutions and collaborate with client advisors (e.g., attorneys, CPAs) to ensure alignment.

Marketing & Communication Strategy

Speaking engagements

Community Engagement

Client Relationship Management

Planning & Advisory Services

Performance Expectations

Qualifications

NOTE : This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations : Dallas-Uptown

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.