CFP, CPA, CFA, or JD strongly preferred or required. * Experience supporting affluent or high net ... a high quality RIA platform. Compensation and Benefits The firm offers competitive base ...
Quick apply
CFP, CPA, CFA, or JD strongly preferred or required. * Experience supporting affluent or high net ... a high quality RIA platform. Compensation and Benefits The firm offers competitive base ...
Senior Investment Strategist (Texas; Mountain or Pacific Time Zones)
Houston, TX · On-site +1
$150K - $180K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... This position is also eligible to earn incentive compensation through one of Mercer Advisors ...
Quick apply
Senior Investment Strategist (Texas; Mountain or Pacific Time Zones)
Houston, TX · On-site +1
$150K - $180K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... This position is also eligible to earn incentive compensation through one of Mercer Advisors ...
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... CFP coursework welcomed Bonus Points * Background at a wirehouse or large private wealth firm (JP ...
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... CFP coursework welcomed Bonus Points * Background at a wirehouse or large private wealth firm (JP ...
Wealth Advisory - Relationship Manager
Austin, TX · On-site +1
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... CFP coursework welcomed Bonus Points * Background at a wirehouse or large private wealth firm (JP ...
Wealth Advisory - Relationship Manager
Austin, TX · On-site +1
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... CFP coursework welcomed Bonus Points * Background at a wirehouse or large private wealth firm (JP ...
Vice President, Sales
Austin, TX · On-site
The Broker-Dealer, Lion Street Financial, LLC and RIA, Lion Street Advisors, LLC are based in ... Industry certifications such as CLU, ChFC, or CFP are preferred. About Integrity Integrity is one ...
Vice President, Sales
Austin, TX · On-site
The Broker-Dealer, Lion Street Financial, LLC and RIA, Lion Street Advisors, LLC are based in ... Industry certifications such as CLU, ChFC, or CFP are preferred. About Integrity Integrity is one ...
The Broker-Dealer, Lion Street Financial, LLC and RIA, Lion Street Advisors, LLC are based in ... Industry certifications such as CLU, ChFC, or CFP are preferred. About Integrity Integrity is one ...
The Broker-Dealer, Lion Street Financial, LLC and RIA, Lion Street Advisors, LLC are based in ... Industry certifications such as CLU, ChFC, or CFP are preferred. About Integrity Integrity is one ...
Regional Vice President - Wholesaler (Texas)
Dallas, TX · On-site
$125K/yr
... and RIA's The role will involve channel segmentation, FA qualifying and profiling as well as ... Advanced credentials preferred (or in process) such as CFA, CFP, CAIA * Appropriate FINRA licenses ...
Regional Vice President - Wholesaler (Texas)
Dallas, TX · On-site
$125K/yr
... and RIA's The role will involve channel segmentation, FA qualifying and profiling as well as ... Advanced credentials preferred (or in process) such as CFA, CFP, CAIA * Appropriate FINRA licenses ...
... and RIA's The role will involve channel segmentation, FA qualifying and profiling as well as ... Advanced credentials preferred (or in process) such as CFA, CFP, CAIA * Appropriate FINRA licenses ...
... and RIA's The role will involve channel segmentation, FA qualifying and profiling as well as ... Advanced credentials preferred (or in process) such as CFA, CFP, CAIA * Appropriate FINRA licenses ...
... compensation, and real estate, a sophisticated book that demands a high-touch, detail-oriented ... CFP coursework welcomed Bonus Points * Background at a wirehouse or large private wealth firm (JP ...
... compensation, and real estate, a sophisticated book that demands a high-touch, detail-oriented ... CFP coursework welcomed Bonus Points * Background at a wirehouse or large private wealth firm (JP ...
Regional VP, Wealth Management Consultant
$150K - $300K/yr
SUMMARY Allworth Financial, the 4th fastest growing RIA in America, is seeking an experienced ... Professional designation of Certified Financial Planner (CFP) or Chartered Financial Consultant ...
Regional VP, Wealth Management Consultant
$150K - $300K/yr
SUMMARY Allworth Financial, the 4th fastest growing RIA in America, is seeking an experienced ... Professional designation of Certified Financial Planner (CFP) or Chartered Financial Consultant ...
Financial Wealth Advisor (Advisory Team)
Dallas, TX · On-site +1
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... CFP, CFA, ChFC, AIF, or other advanced designations * Experience with nonprofits, 401(k)s ...
Financial Wealth Advisor (Advisory Team)
Dallas, TX · On-site +1
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... CFP, CFA, ChFC, AIF, or other advanced designations * Experience with nonprofits, 401(k)s ...
Wealth Advisor
Dallas, TX · On-site +1
$150K - $250K/yr
CFP designation, or working towards it. * 5+ years' experience working in Financial Planning for an ... You will be rewarded with competitive compensation, industry-leading benefits and a flexible work ...
Wealth Advisor
Dallas, TX · On-site +1
$150K - $250K/yr
CFP designation, or working towards it. * 5+ years' experience working in Financial Planning for an ... You will be rewarded with competitive compensation, industry-leading benefits and a flexible work ...
Wealth Advisor
Portland, OR · On-site
$150K - $250K/yr
CFP designation, or working towards it. * 5+ years' experience working in Financial Planning for an ... You will be rewarded with competitive compensation, industry-leading benefits and a flexible work ...
Wealth Advisor
Portland, OR · On-site
$150K - $250K/yr
CFP designation, or working towards it. * 5+ years' experience working in Financial Planning for an ... You will be rewarded with competitive compensation, industry-leading benefits and a flexible work ...
Wealth Advisor
Houston, TX · On-site +1
$150K - $250K/yr
CFP designation, or working towards it. * 5+ years' experience working in Financial Planning for an ... You will be rewarded with competitive compensation, industry-leading benefits and a flexible work ...
Wealth Advisor
Houston, TX · On-site +1
$150K - $250K/yr
CFP designation, or working towards it. * 5+ years' experience working in Financial Planning for an ... You will be rewarded with competitive compensation, industry-leading benefits and a flexible work ...
Wealth Advisor
Austin, TX · On-site +1
$150K - $250K/yr
CFP designation, or working towards it. * 5+ years' experience working in Financial Planning for an ... You will be rewarded with competitive compensation, industry-leading benefits and a flexible work ...
Wealth Advisor
Austin, TX · On-site +1
$150K - $250K/yr
CFP designation, or working towards it. * 5+ years' experience working in Financial Planning for an ... You will be rewarded with competitive compensation, industry-leading benefits and a flexible work ...
Director, Financial Planning
Dallas, TX · On-site
$125K - $350K/yr
Desire for role with base salary, performance-based compensation and growing earnings potential ... A Clean U-4 * A Certified Financial Planner (CFP) or other certification is desired but not ...
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Director, Financial Planning
Dallas, TX · On-site
$125K - $350K/yr
Desire for role with base salary, performance-based compensation and growing earnings potential ... A Clean U-4 * A Certified Financial Planner (CFP) or other certification is desired but not ...
Director, Financial Planning
Dallas, TX · On-site
$125K - $350K/yr
Desire for role with base salary, performance-based compensation and growing earnings potential ... A Clean U-4 * A Certified Financial Planner (CFP) or other certification is desired but not ...
Director, Financial Planning
Dallas, TX · On-site
$125K - $350K/yr
Desire for role with base salary, performance-based compensation and growing earnings potential ... A Clean U-4 * A Certified Financial Planner (CFP) or other certification is desired but not ...
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Job description
Financial Advisor
Confidential RIA | Dallas, TX
A growing independent wealth management firm is seeking an experienced Financial Advisor to join its Dallas office. This role is ideal for an advisor who enjoys comprehensive planning, client service, investment analysis, and working in a collaborative team environment.
Responsibilities
- Serve as a key point of contact for client communications and partner with Lead Advisors to deliver timely, thoughtful responses.
- Support client relationships through financial planning, investment analysis, portfolio reviews, and ongoing service.
- Prepare client meeting materials, including cash flow analysis, asset allocation reviews, retirement planning, and other planning deliverables.
- Evaluate planning opportunities across investments, tax planning, estate planning, risk management, stock options, restricted stock, and wealth transfer.
- Review and help execute trades, rebalances, wire requests, journals, and other time sensitive client requests.
- Attend and contribute to client meetings, present planning topics, and ensure follow up items are completed.
- Partner with internal specialists and junior team members to deliver coordinated, high quality client advice.
- Maintain accurate client records, meeting notes, planning updates, and action items within firm systems.
Qualifications
- 4+ years of experience in financial planning, wealth management, investment advisory, or a related field preferred.
- Undergraduate degree required.
- CFP, CPA, CFA, or JD strongly preferred or required.
- Experience supporting affluent or high net worth client relationships preferred.
- Strong Excel, communication, organization, and analytical skills.
- Ability to manage multiple client relationships and competing priorities in a team based environment.
Ideal Candidate
The ideal candidate is planning oriented, detail focused, client centric, and comfortable working with sophisticated client relationships. This person should be proactive, collaborative, professional, and interested in growing within a high quality RIA platform.
Compensation and Benefits
The firm offers competitive base compensation, potential bonus or profit sharing, ownership or equity related opportunities, 401(k) match, health benefits, paid time off, professional development support, and long term career growth.
This is a full time, exempt role based in the Dallas, TX area with an in office culture and flexibility.
About Professions
Sourced by ZipRecruiter
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Cincinnati, OH, US
Year founded
1974