At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives.Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in ten locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; and Dallas, TX) and 85 employees. The firm manages over $7.5 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +25% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. OPPORTUNITYThe Bahnsen Group is hiring an Associate Private Wealth Advisor out of their Dallas, TX office. This is a client-facing position focused on providing financial and investment advice. This role starts as a hybrid position between financial planning and relationship management as an advisor. The vision is for this individual to become a Private Wealth Advisor within 24 months of their start date.

<ul><li>Salary commensurate with experience</li><li>Full benefits package including medical, dental, vision, and disability</li><li>401(k) plan with employer contribution of 3% of compensation</li></ul>

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. <a target="_blank" rel="noopener noreferrer nofollow" href="https://thebahnsengroup.isolvedhire.com/jobs/1565810-530438.html">https://thebahnsengroup.isolvedhire.com/jobs/1565810-530438.html</a>

Associate Private Wealth Advisor - Dallas, TX

The Bahnsen Group

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associate-private-wealth-advisor-dallas-tx

Associate Private Wealth Advisor - Dallas, TX

The Bahnsen Group

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