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Job description
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.
Wealth Advisor 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
Wealth Advisor Requirements: 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! #LI-MB1 #LI-SB1 #LI-IR1
Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.