Financial Advisor

Our client is one of the fastest-growing RIAs in North Texas and is continuing to expand their advisor team. They are seeking Financial Advisors who will focus on building new client relationships while delivering comprehensive planning and advisory services to an established base of small- to mid-sized clients. This role provides the opportunity to work with firm-generated leads, strengthen existing relationships, and play a key part in supporting the firm’s continued growth.

This role does not require you to transition a book of business.

• Prospect, develop, and convert new client relationships through firm-generated leads, referrals, and personal networking efforts.
• Build and maintain long-term relationships by delivering a high-touch, client-first experience.
• Lead the financial planning process for assigned clients, including data gathering, analysis, plan development, and implementation support.
• Partner with senior advisors to support complex client cases, strategy discussions, and ongoing service needs.
• Conduct regular client review meetings to monitor progress, update plans, and identify additional planning opportunities.
• Identify cross-planning opportunities across retirement, tax strategies, estate considerations, risk management, and investment planning.
• Maintain detailed and accurate client records, notes, and planning documentation within CRM and planning software.
• Participate in business development initiatives, community events, and professional networking opportunities to enhance the firm’s visibility.
• Consistently track activity, pipeline progress, and results to build a measurable record of growth and production.
• Collaborate with internal team members and external professionals (CPAs, attorneys, and other partners) to deliver coordinated planning solutions.
• Maintain a full-time, on-site presence and uphold business-professional standards.
• Take ownership of client outcomes while contributing to the firm’s culture of accountability, collaboration, and continuous improvement.

• 3–5 years of financial planning and/or investment advisory experience preferred, ideally with high-net-worth clients.
• Active Series 65 or 66 required; clean U4/U5 history.

• Self-motivated, results-driven, and comfortable working in a fast-paced environment.
• Strong communication, presentation, and relationship-management abilities.
• Highly organized, detail-oriented, and capable of managing multiple priorities.
• Passion for helping clients achieve long-term financial success.

• Competitive salary plus performance-based incentives.
• Comprehensive benefits, including health insurance and 401(k) with matching.
• Collaborative, growth-focused culture with ongoing professional development opportunities.
• Environment centered on client-first service, accountability, and continuous improvement.