Private Wealth Advisor

Wealth Advisor | Registered Investment Advisor

A well‑established Dallas‑based advisory and CPA firm is expanding its Registered Investment Advisor (RIA) platform following internal growth and is seeking an experienced Wealth Advisor to help develop new client relationships and support the continued growth of the practice.

The firm is looking for an advisor with meaningful, hands‑on experience working with client accounts who can contribute immediately in a client‑facing capacity.

• Develop and support client relationships within an RIA environment
• Participate in business development efforts, including new client acquisition and referrals
• Manage less complex client accounts while supporting senior advisors on larger relationships
• Assist with investment research, portfolio construction, and ongoing monitoring
• Prepare and present client‑ready materials, performance reporting, and recommendations
• Collaborate closely with tax, accounting, and advisory teams to deliver holistic wealth solutions
• Business development from existing clients, referrals, and warm leads. An immediate book of business is available upon hire.

• 3+ years of professional experience in wealth management, investment advisory, or an RIA setting
• Advisors with an existing or portable book of business are strongly preferred
• Candidates without a book will be considered if they have solid client‑facing experience and exposure to business development
• Experience handling less complex accounts and growing responsibility over time
• Strong communication skills and a relationship‑driven mindset
• CFP® or progress toward CFP® is a plus, but not required

• Join a respected, long‑standing advisory firm with a stable client base
• Integrated platform alongside tax and accounting professionals
• Opportunity to grow with the firm and help shape the future of its RIA practice
• Collaborative, professional environment with flexibility based on experience and book size