Wealth Management Advisor

Our client, one of the fastest-growing RIAs in North Texas, is seeking a Wealth Management Advisor to join their expanding team. This role is ideal for an advisor who enjoys working directly with clients, delivering comprehensive financial planning, and serving as a trusted resource for high-net-worth individuals and families.

This is a relationship-focused advisory role supporting an established book of business. Advisors will work closely with existing clients, helping them navigate retirement planning, investment management, tax-efficient strategies, estate planning coordination, and overall wealth management needs.

No transferable book of business is required.

• Serve as the primary advisor for an existing book of client relationships
• Conduct client review meetings and ongoing planning discussions
• Develop and implement comprehensive financial plans
• Provide guidance on retirement, investment, tax, insurance, and estate planning strategies
• Maintain strong client relationships through proactive communication and service
• Collaborate with internal planning, investment, and operations teams
• Identify opportunities to deepen existing client relationships and enhance client outcomes
• Deliver a high-touch client experience while helping clients achieve their long-term financial goals

• 3-5+ years of wealth management or financial planning experience
• Experience working with affluent and high-net-worth clients preferred
• Active Series 65 or Series 66 required
• CFP designation preferred but not required—client will offer help with this process
• Strong financial planning and relationship management skills
• Bachelor's degree preferred

• Established Client Relationships: step into a role where you will be working with existing clients rather than building a book from scratch.
• Planning-Focused Environment: work alongside a team that emphasizes comprehensive financial planning and long-term client outcomes.
• High-Net-Worth Client Exposure: support sophisticated clients with complex planning needs and multi-faceted wealth management strategies.
• Collaborative Culture: partner with experienced advisors, planners, and operations professionals in a team-oriented environment.
• Growth & Advancement: opportunity to continue growing as a lead advisor while expanding your expertise across planning, investments, and relationship management.
• Incentive compensation opportunities
• Professional development and CFP support
• Long-term career growth within a rapidly growing RIA