Associate Financial Advisor - HNW & Planning
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-03-14
Listing for:
GemHarvest Executive Recruiting
Full Time
position Listed on 2026-03-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A boutique financial services firm is seeking an Associate Financial Advisor in Dallas, Texas. The role involves collaborating with Lead Advisors to offer comprehensive financial planning services to high net worth clients. With a collaborative culture emphasizing growth and client relationships, candidates should have 2-7 years of advisory experience and possess a Series 65 or CFP. Competitive compensation ranges from $90,000 to $120,000 base plus bonuses and excellent benefits.
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Position Requirements
10+ Years
work experience
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