Financial Advisor

Financial Advisor - Flower Mound, TX
GDS Wealth Management invites you to join our dynamic team as a Financial Advisor as we continue to expand and empower clients in their pursuit of financial success. As a rapidly growing wealth management firm, we are passionate about guiding individuals toward their desired financial outcomes. By becoming a part of our young, motivated, and target-driven team, you will have a unique opportunity to shape the future prosperity of our thriving organization.

Join our team of professionals in the wealth management industry, renowned for our exceptional expertise and dedication. Glen Smith, our esteemed CEOand CIO, has been consistently honored as one of Forbes' Best-in-State Wealth Advisors
* for seven consecutive years ). This prestigious recognition highlights our commitment to excellence in delivering sophisticated financial planning solutions and unparalleled client service. At GDS Wealth Management, we strive to provide our clients with a sense of security and assurance as they pursue their financial goals.

Our mission at GDS Wealth Management is to offer our clients peace of mind surrounding their financial goals through sophisticated financial planning and a high level of customer service.

The Financial Advisor will manage new and existing client relationships and provide advisory services to a select group of clients. This role is designed for candidates across a range of experience levels from entry-level professionals to experienced advisors. Advisors will lead financial planning for small to mid-sized clients, with client complexity, responsibility, and autonomy increasing alongside experience, credentials, and demonstrated performance.

• Have the opportunity to follow up on firm-generated leads, creating a track record of sales accomplishments and consistently meeting or exceeding targets.
• Deliver financial planning to the client base and assist the firm’s principal financial advisoras needed.
• Participate in required meetings, training, and continuing education requirements.
• Become a lifelong learner, continuously seeking to expand knowledge and stay updated on industry trends.
• Work to build and maintain relationships with internal and external parties.
• Dress in business-professional attire.
• Perform other duties and responsibilities as assigned.

• Prefer three to five years of financial planning and/or investment advisory experience, especially working with high-net-worth clients.
• Active Series 65 or 66.
• Clean U-4 and U-5 history.
• CERTIFIED FINANCIAL PLANNER™ (CFP®) preferred.

• Bachelor's degree or higher is strongly preferred.
• Highly motivated and self-driven, with a strong winner mentality and the ability to thrive under pressure.
• Confident in expressing opinions and ideas, with excellent communication and presentation skills.
• Detailed-oriented, exhibiting excellent organizational and time management skills.
• Strong relationship management skills and a genuine desire to help clients.
• Full-time, on-site presence is mandatory.

• Base salary: $65,000 - $120, 000 (dependent on experience).
• Compensation is structured based on the candidate’s experience, credentials, and ability to contribute immediately:
  • Candidates with little to no experience will begin toward the lower end of the range and receive significant training and development support.
  • Candidates with prior advisory experience, professional designations (e.g., CFP®), and existing client management responsibilities will be positioned toward the higher end of the range.
  • Additional compensation includes performance-based incentives tied to individual and firm success.

This role is structured to support multiple experience levels.

• Entry-Level / Career Transition:
  • Limited or no prior financial advisory experience.
  • Focus on training, licensing, and foundational skill development.
  • Typically supports senior advisors and works with smaller client relationships.
• Mid-Level Advisor:
  • 2-4+ years of relevant experience.
  • Increasing responsibility in client relationships and planning.
  • Developing…