In House Financial Advisor – Delos - Dallas

Only for registered members Dallas, United States

2 weeks ago

Default job background

Job summary

In House Financial Advisor is responsible for managing and growing a defined book of client relationships transitioned from senior advisors and the broader bank footprint.


Responsibilities

  • Client Relationship Management & Transitions

Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Work in company

    In House Financial Advisor – Delos

    Only for registered members

    The In-House Financial Advisor is responsible for managing and growing a defined book of client relationships transitioned from senior advisors and the broader bank footprint. · ...

    Dallas, TX

    2 weeks ago

  • Work in company

    Delos Wealth Strategist

    Only for registered members

    The 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. · ...

    Dallas

    1 month ago

  • Work in company

    Delos Senior Wealth Strategist

    Only for registered members

    The Senior Wealth Strategist is responsible for attracting and engaging High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals and families. · Identify opportunities to attract HNW/UHNW clients through strategic planning and relationship-building. · Leverage professiona ...

    Dallas

    1 month ago

  • Work in company

    Portfolio Management Analyst

    Only for registered members

    We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. · The Position · Support the CIO in the implementation and ongoing manage ...

    Dallas, TX

    2 weeks ago

  • Work in company

    Portfolio Management Analyst

    Only for registered members

    Join Delos Capital Advisors as a Portfolio Management Analyst to support the Chief Investment Officer in portfolio management, equity positioning, and risk oversight. Key responsibilities include portfolio construction decisions, equity strategy analysis, and trade maintenance ex ...

    Dallas

    2 weeks ago