Wealth Advisor

Overview

Position Title: Wealth Advisor

This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Dallas. The selected candidate will build on existing relationships with insurance producers to grow the book of business. Success in this position requires a proactive approach to client acquisition and a strong foundation in wealth planning. The ideal candidate will be prepared to engage in both warm and cold outreach while navigating the complexities of financial planning. This position offers significant potential for growth and development within a supportive team environment.

Responsibilities

Build a book of business from scratch, utilizing marketing resources and cross-selling opportunities

Conduct client meetings and presentations to deliver comprehensive financial planning

Collaborate with a dedicated team, including a Portfolio Manager and administrative support

Engage in proactive outreach to expand client base

Maintain a focus on high-value clients, typically ranging from $1 million to $3 million in assets

Qualifications

5-7 years of experience as a financial advisor with strong expertise in wealth planning, investments, and tax strategy

Proven track record of client acquisition and business development

RIA background is required

Series 65 certification is mandatory

Bachelor's degree is strongly preferred

CFP designation is preferred

Experience with Moneyguide Pro is preferred

Benefits

Unlimited PTO, referred to as life/balance PTO

Opportunities to acquire company stock with initial shares granted upon joining

Access to HMO and PPO medical options

Comprehensive benefits information can be found at URL_Redacted

If you are a Wealth Advisor looking to take the next step in your career, apply now!

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