EA to President, Event Planning

Executive Assistant to the Founder/Executive Chairman

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. 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.

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.).

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. 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.

coordinate weekly with the EC’s spouse, including a calendar review to ensure alignment on business dinners, travel, and other commitments

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 experiences with contingency planning for last‑minute changes/disruptions; maintain travel documentation, memberships, and preference profiles

Coordinate internal and external meetings, ensuring logistics are smooth and well‑documented; prepare materials and send reminders as needed

Assist with personal and family‑related tasks and logistics; Assist with managing and organizing logistics for company and personal social events/gatherings; Utilize modern productivity tools (calendar, email, travel apps, task management platforms) with fluency; maintain digital systems and workflows to increase efficiency; manage and troubleshoot basic technology needs and serve as liaison with tech support when necessary

Manage, compose, and prepare confidential correspondence, reports, and other complex documents, proofreading and editing all documents to ensure accuracy and consistency

Manag…