Lead Financial Advisor

Overview

A well-established and growing wealth management firm is seeking an experienced Lead Financial Advisor to join its leadership team.

This role offers the opportunity to work closely with high-net-worth families, business owners, and multigenerational clients while helping guide the planning strategy and continued growth of the firm.

The organization operates with a collaborative, team-based approach
, where advisors partner with specialists in tax, estate planning, and investment management to deliver integrated financial solutions.

This is an excellent opportunity for an advisor who enjoys building long-term client relationships, mentoring team members, and contributing to the strategic direction of a growing advisory practice.

The position is based in Texas
, approximately one hour outside the Dallas–Fort Worth area.

Candidates who may be interested in relocating for the right leadership opportunity are encouraged to apply. Relocation assistance may be available for the right individual.

• Serve as a trusted advisor to high-net-worth clients and families
• Lead comprehensive financial planning discussions
• Deliver integrated strategies across investments, tax, estate, and retirement planning
• Work collaboratively with a team of advisors and planning professionals
• Mentor and support other team members as the firm grows
• Participate in client events and educational seminars
• Contribute to the strategic growth and development of the advisory practice

The firm is seeking a professional who:

• Is passionate about helping clients achieve long-term financial security
• Enjoys building deep and lasting client relationships
• Is comfortable guiding clients through complex financial decisions
• Thrives in a collaborative, team-oriented culture
• Is entrepreneurial and enjoys helping build and grow a firm
• Values integrity, service, and community engagement

• 7–15+ years of experience in wealth management or financial advisory roles
• Strong background in comprehensive financial planning
• Experience advising high-net-worth clients and business owners
• Professional designation such as CFP®, CPA, ChFC®, or similar preferred
• Excellent communication and relationship-building skills
• Leadership mindset and interest in mentoring others

Experience working with family-owned businesses, agricultural clients, or multigenerational wealth planning is a plus.

• Base Salary: $85,000 – $110,000 depending on experience
• Potential for performance-based incentives
• Relocation assistance may be available for qualified candidates

• Leadership opportunity within a growing wealth management firm
• Collaborative team-based planning environment
• Ability to make a meaningful impact on client families and the firm’s future
• Opportunity for advisors seeking a lifestyle change and community involvement
• Long-term growth potential within the organization

A.M. Guidance & Financial Services Consulting (AMGF) is a boutique recruiting and consulting firm specializing in connecting talented financial professionals with firms where they can thrive.

We work closely with advisory firms across the country to help identify professionals who align with their culture, client philosophy, and long-term vision.

If you would like to learn more about this opportunity, we would welcome a confidential conversation.

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Contact:

Adam Mosbach

A.M. Guidance & Financial Services Consulting