Executive Assistant to the Executive Chairman

Executive Assistant to the Founder/Executive Chairman

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Our client, a successful boutique financial advisory & private wealth management company based in Dallas, TX, has engaged us to place a high-caliber, professional, polished, proactive, efficient, and exceptionally organized individual in the role of Executive Assistant (EA) to the Founder/Executive Chairman (EC). The Executive Chairman travels frequently and demands a lot of his time within the workplace, family, and community service. He is seeking a career EA & right-hand partner that operates at the top of their game – a hands-on, fully engaged collaborator who works seamlessly across the organization, is in the trenches with him each day, moves with the pace and energy that defines how he operates, and advocates on his behalf in a helpful, positive, and professional manner while staying closely aligned with the firm’s culture and values. The EA’s priority will be to help make the EC’s life more efficient, better organized, and more effective, allowing him to focus on leading the firm and serving clients. The EA must be able to manage a heavy workload, prioritize and manage multiple tasks with minimal supervision, thrive under pressure, operate with precision, think two steps ahead, and perform at the highest level in a fast-paced environment.*Local DFW candidates only*

Full-time, in-office role that encompasses both executive and personal support, as the Executive Chairman’s world all blends together. The EA will be entrusted with sensitive and confidential information, displaying the highest level of discretion and trust at all times.This is a great, long-term opportunity (for the right fit!) to join a wonderful company that truly values their team.

The ideal candidate has a type‑A work style, strong business acumen, a positive and calm can‑do attitude, a dedicated work ethic, high personal standards of integrity, is emotionally intelligent, courteous, composed, sharp, tactful, resourceful, and forward‑thinking. An exceptional attention to detail, excellent communication skills, the ability to multitask seamlessly, manage both professional and personal needs, identify priorities, and work well independently and as a team are essential in this role.

Hours: M‑Th. 7:45 am‑5:15 pm & Fri. 7:45 am‑3:15 pm. Flexibility to stay a little later as needed to help the EC close out the day. Additional flexibility is needed for communications via email/text/Teams/phone outside of normal business hours, responding to urgent needs immediately, and prioritizing others accordingly (next business day, etc.).

About the Company

The client has been named among Dallas Business Journal's Best Places to Work in N. Texas for the past four years, and recognized in Barron's Top Financial Advisors and Forbes Best‑In‑State Wealth Advisors, among others. They offer personalized financial planning and wealth management for families, corporate executives, closely held businesses, people in transition, and not‑for‑profit institutions. Their culture is collaborative and reflected in the nature of their client relationships and directly stems from mutual respect within the firm. The relationships with clients are the most important aspect of their business, and they strive to make every relationship personal.

About the Founder/Executive Chairman

The Founder/Executive Chairman specializes in working with high net‑worth individuals to manage their wealth and estates, and he helps businesses maximize wealth transitions and protect key executives. He is a frequent keynote speaker at industry events, a highly sought advisor for other wealth managers, and is #7 in the Forbes Best‑in‑State Wealth Advisors rankings for 2025, his 5th consecutive ranking. He was also named to Barron’s Top 1,200 Financial Advisors and AdvisorHub magazine’s list of Advisors to Watch from 2022‑2025. The Executive Chairman has been an active leader and member of numerous civic and community boards, as well as a dedicated volunteer. He and his wife are generous with their time and resources, and their belief in community service is reflected in the corporate belief system at the firm.

Key Responsibilities Include (but not limited to):

• Proactively maintain the EC’s calendar, prioritizing the most time‑sensitive matters as scheduling conflicts and last‑minute requests arise; coordinate weekly with the EC’s spouse, including a calendar review to ensure alignment on business dinners, travel, and other commitments
• Manage incoming calls, prioritizing and handling them appropriately to ensure smooth day‑to‑day engagements
• Keep the EC well informed of upcoming commitments and responsibilities, following up appropriately
• Take ownership of travel logistics for all domestic travel arrangements for the EC and family; coordinate directly with the travel agent for international travel to confirm all arrangements; ensure seamless travel experienc…