Philanthropy Finance Jobs

1 job found

5mo ago

Financial Advisor

Kyler Professional Search Dallas, TX Hybrid

Dallas, TX

5mo ago Closed

$75k - $130k/yr Full time Advisor Business Development Cash Flow

This position is no longer accepting applications (closed Apr 24, 2026).

Job Description

Kyler Professional Search presents the Financial Advisor role as a hybrid remote opportunity based in Dallas, Texas. This Relationship Manager position serves ultra-high-net-worth clients, overseeing a self-directed book of $5 million to $25 million in assets and delivering high-touch relationship management, education, and tailored financial guidance. The compensation range is USD 75,000 to 130,000 per year.

Details

Location: Hybrid remote in Dallas, TX
Salary: USD 75,000 - 130,000 per year
Minimum Experience: 3 years
Education: Bachelor’s degree or equivalent experience

Responsibilities

Act as the lead relationship manager for a dedicated roster of self-directed ultra-high-net-worth clients, ensuring a stable, high-touch client experience.
Foster strong trust and loyalty by anticipating client needs and aligning solutions through education and thoughtful guidance.
Conduct advanced conversations on topics including advisory partnerships, share of wallet expansion, private equity, trusts, margin strategies, and charitable giving.
Strategically grow and manage the book of business while contributing to retention and expansion initiatives.
Engage clients with genuine curiosity and empathy, grounded in a clear understanding of their financial goals and values.
Provide outstanding service by proactively addressing issues, handling complex requests, and ensuring a seamless client experience.
Develop deep knowledge of the organization’s products and services to strengthen client relationships, supported by comprehensive training.

Requirements

Active or eligible FINRA registration, including SIE, Series 7, and either 63/65 or 66; certain designations may substitute per compliance.
SIE and Series 7 required prior to start; Series 66 may be obtained after start.
3+ years of experience managing a book of business in financial services.
2+ years of experience working with high-net-worth or ultra-high-net-worth clients preferred.
A consultative, relationship-first mindset with a passion for guiding clients through complex financial decisions.
Comfort discussing investments and planning topics such as ETFs, mutual funds, estate and legacy planning, and charitable giving.
Bachelor’s degree or equivalent experience demonstrating strong learning agility and leadership potential.

Benefits

401(k) with matching
Dental insurance
Employee assistance program
Financial planning services
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Paid training
Parental leave
Professional development assistance
Referral program
Relocation assistance
Retirement plan
Vision insurance

Career Growth & Development

The client is hiring at multiple Relationship Manager levels, offering a defined pathway for advancement.
Whether you aim to expand your scope or deepen your UHNW client expertise, you will receive structured onboarding, ongoing education, and leadership support to help you succeed.

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