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First United Bank · 3 months ago

Delos Senior Wealth Strategist

Dallas, TX

Full-time

Onsite

Senior Level

First United Bank, through its wealth management subsidiary Delos Capital Advisors, is seeking a Delos Senior Wealth Strategist. This role focuses on client acquisition and relationship management for high-net-worth individuals, requiring strategic marketing initiatives and tailored financial solutions.

BankingFinancial ServicesInsuranceLending

Responsibilities

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

Design or advise on marketing strategies aimed at engaging HNW and UHNW clients, including: Speaking engagements, Media opportunities, Strategic partnerships

Develop and execute outreach strategies targeting Centers of Influence (COIs), business exits, and philanthropic/family convenings

Identify and recommend participation in philanthropic and social organizations that align with Delos Capital Advisors’ brand and client base

Represent the firm at community and industry events to increase visibility and strengthen brand presence in key markets

Serve as a primary contact for prospective and existing clients with complex or sensitive financial circumstances

Maintain ongoing communication with clients, identifying opportunities for additional services or deeper engagement

Act as a liaison between the client and the broader Spend Life Wisely Company team for account management and service coordination

Consult with clients and their advisors to design tax-efficient estate and wealth transfer strategies, using in-depth knowledge of estate, gift, income, and inheritance taxes

Maintain expert knowledge of personal trusts, living trusts, wills, investment management, financial consulting, and fiduciary services

Stay current with federal, state, and local regulations impacting financial planning, banking, and fiduciary practices

Achieve a minimum of $30 million in net new asset growth annually

Actively participate in internal councils, task forces, and training initiatives to promote cross-functional collaboration and thought leadership

Contribute to the firm’s thought leadership through participation in seminars, client events, and educational programming

Qualification

HNW/UHNW client relationshipsInvestment managementEstate planningTax strategiesFINRA Series 65 licenseConsultative sales skillsBuilding trustCommunicationPresentation skills