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Senior Wealth Advisor & Financial Planner (CFP, 5+ yrs
Job in
Richardson, Dallas County, Texas, 75080, USA
Listed on 2026-08-23
Listing for:
Paycom
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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