Managing Director of Financial Advisory (Dallas)

Managing Director of Financial Advisory

About the Company

Premier wealth management firm

Industry

Financial Services

Type

Privately Held

About the Role

The Company is seeking a Managing Director of Financial Advisory to lead a team of experienced Financial Advisors. The successful candidate will be responsible for overseeing the advisory team, ensuring the delivery of exceptional client experiences, and maintaining a collaborative and high-performance culture. This role requires a proven track record in advising High Net Worth and Ultra High Net Worth clients, as well as a deep understanding of portfolio construction, wealth strategy, and estate or tax planning concepts. The Managing Director will also be instrumental in the firm's succession planning, and must have a desire to align with a platform that values both growth and legacy.

Applicants for the Managing Director position at the company should possess a FINRA Series 7 and 66 (or equivalent) and demonstrate an entrepreneurial mindset with strong ethics and professional maturity. The role demands a leader with a strategic vision, the ability to mentor and develop the advisory team, and a focus on driving the business forward. The ideal candidate will have a background in wealth management, with a strong network and the ability to attract and retain top talent. A collaborative approach and a commitment to the firm's values of excellence and long-term success are essential.

Travel Percent

Less than 10%

Functions

• Finance
• Business Development
• Strategy