Vice President, Finance & Banking

We are partnering with a nationally recognized, fee-only Registered Investment Advisor (RIA) seeking a Vice President, Wealth Advisor to join its growing Dallas team. This is an opportunity to work within an established wealth management platform that provides a steady flow of qualified prospective clients through organic lead generation channels and referral relationships with major custodial partners. The ideal candidate is a seasoned advisor who enjoys comprehensive financial planning, relationship management, and helping high-net-worth families navigate complex financial decisions.

• Serve as the lead advisor for affluent and high-net-worth clients.
• Deliver comprehensive wealth management advice, including retirement, investment, tax, estate, and legacy planning strategies.
• Convert qualified referrals into long-term client relationships.
• Conduct discovery meetings, present planning recommendations, and oversee implementation.
• Partner with internal planning, investment, tax, and client service professionals to provide a high-touch client experience.
• Deepen existing client relationships and identify opportunities to expand planning engagements.
• Serve as a trusted fiduciary and long-term advisor to clients and their families.

• Established referral and lead-generation ecosystem through strategic custodial relationships.
• No cold calling or building a book from scratch.
• Planning-first, fiduciary advice model.
• Fee-only RIA environment.
• Dedicated support from financial planning, investment management, and client service teams.
• Strong brand presence and market recognition in Dallas.
• Collaborative culture focused on client outcomes and advisor growth.
• Opportunity to participate in revenue sharing and long-term career growth.

• CFP certification required.
• 5+ years of wealth management or financial advisory experience.
• Demonstrated success working with affluent and high-net-worth clients.
• Strong expertise in comprehensive financial planning.
• Excellent relationship management and business development skills.
• Ability to communicate sophisticated planning concepts in a clear and actionable manner.
• Experience managing complex client relationships and multi-generational planning needs.
• Bachelor's degree required.
• Competitive W-2 compensation structure.
• Revenue-sharing opportunity.
• 401(k) with employer contributions.
• Generous paid time off and paid holidays.
• Ongoing professional development and continuing education support.
• Access to a sophisticated planning, investment, and operational platform.