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Senior Wealth Advisor & Financial Planner (CFP, 5+ yrs

Job in Richardson, Dallas County, Texas, 75080, USA
Listing for: Paycom
Full Time position
Listed on 2026-08-23
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 120000 - 140000 USD Yearly USD 120000.00 140000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Advisor & Financial Planner (CFP, 5+ yrs)

Generational Group, a leading wealth management firm based in the Dallas area, is seeking a Wealth Advisor/Financial Planner. This client-facing role partners with business owners to manage and grow assets, reports to the Director of Financial Planning, and thrives in a fast-paced team setting with attractive bonus potential.

The ideal candidate holds a CFP designation, 5+ years of leadership in financial planning, and is proficient with planning software and CRM tools.

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Position Requirements
10+ Years work experience
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