Senior Wealth Advisor

We are seeking a client-facing Financial Advisor within the greater Dallas–Fort Worth (DFW) Metroplex (local candidates only; relocation assistance is not provided) with experience working with custodial referral programs such as Schwab Advisor Network (SAN) and Fidelity Wealth Advisor Solutions (WAS), including managing referral pipelines, working with Financial Consultants, and converting custodial referrals into new client relationships.

• Build and maintain relationships with custodial partner referral program branch representatives.
• Partner closely with Business Development Officers (BDOs) and Advisor Teams to deliver exceptional client experience and drive sustained growth across referral programs.
• Engage with referral leads, qualify opportunities, and coordinate seamless transitions through onboarding and into long-term advisory relationships.
• Execute referral onboarding processes and track conversion activity through CRM systems.
• Serve as the primary advisor for referred clients following onboarding, with responsibility for ongoing relationship management and comprehensive financial planning.
• Manage continuous client engagement and client service for assigned client families, addressing evolving financial, tax, and estate planning needs over time.
• Collaborate with internal teams to optimize referral follow-up, client experience, and reporting.

• Proven experience working with custodial referral channels or similarly-structured referral networks.
• Extensive experience delivering comprehensive financial planning, including investment, tax, retirement, and estate planning strategies for high-net-worth clients.
• Proficiency with planning software such as eMoney and/or Right Capital.
• Strong business development skills and proficiency with CRM systems.
• Demonstrated ability to learn new concepts, technology platforms, and business development practices in a growing advisory environment.

• Comprehensive benefits package including health, dental, and retirement options
• Opportunities for professional development and career advancement
• A dynamic, collaborative, and supportive work environment

Advisors Capital Management LLC is an Equal Opportunity Employer that prohibits discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, disability, or any other protected characteristic as outlined by federal, state, and local law.