Dallas Wealth Advisor Associate; In-Office
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-02-17
Listing for:
Sage Search Partners
Full Time
position Listed on 2026-02-17
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A boutique wealth management firm in Dallas, TX is seeking an Associate Wealth Advisor to support lead advisors in delivering high-touch financial planning and client service. This in-office role requires a Bachelor's degree, Series 65, and 1–5 years of experience in wealth management or financial planning. Candidates must have a portable book of business and excellent organizational and analytical skills.
A CFP designation is a plus. This role emphasizes a client-first approach and requires 100% in-office presence in Dallas.
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Position Requirements
10+ Years
work experience
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