Wealth Management Advisor
Listed on 2026-06-26
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Investment Banking
Sr Executive Recruiter – S+H Search (Dallas, TX / Denver, CO)
S+H Search is partnering with a fast‑growing, independent wealth management firm backed by seasoned leadership and a strong fiduciary philosophy. The firm is in active expansion mode and building out its presence in Houston and Dallas
, creating multiple opportunities for Wealth Advisors at varying levels of seniority.
This role is ideal for advisors who value independence, collaboration, and true client‑centric planning
—without corporate red tape. The firm offers meaningful flexibility, strong infrastructure, and a leadership team focused on helping advisors grow and protect their book.
- Open roles ranging from Associate Advisor to Senior Advisor / RIA
- Compensation and title aligned to the size of book brought over
- Consistent lead generation (real leads)
- Entrepreneurial environment with flexible fee structures
- Leadership with deep industry credibility and a coaching mindset
- Licensed Wealth Advisor (Series 7/6 + 63/65/66; CFP or CFA a plus)
- Client‑facing, relationship‑driven, and growth‑oriented
- Comfortable in a consultative, sales‑focused advisory role
- Interested in joining a firm where collaboration actually means something
Base pay range: $100,000 – $225,000 per year.
Additional compensation includes performance bonuses, expanded healthcare benefits, retirement contribution matching, and a generous paid time‑off policy.
Employment Details- Seniority level: Mid‑Senior
- Employment type: Full‑time
- Job function: Consulting and Finance
- Industries: Financial Services and Investment Banking
To learn more about this opportunity, please contact the recruiter directly through S+H Search.
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