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Senior Financial Advisor Jobs in Addison, TX (NOW HIRING)

Proxy Financial

Senior Financial Advisor

Addison, TX · Remote

$20K - $200K/mo

Senior Advisors at Proxy Financial are expected to embody "The Proxy Way" by combining technical expertise, leadership, and a deeply personalized client experience. * Senior Advisors serve as both ...

Proxy Financial

Senior Financial Advisor

Addison, TX · Remote

$20K - $200K/mo

Senior Advisors at Proxy Financial are expected to embody "The Proxy Way" by combining technical expertise, leadership, and a deeply personalized client experience. * Senior Advisors serve as both ...

Proxy Financial

Senior Financial Advisor

Addison, TX · Remote

$20K - $200K/mo

Senior Advisors at Proxy Financial are expected to embody "The Proxy Way" by combining technical expertise, leadership, and a deeply personalized client experience. * Senior Advisors serve as both ...

Vanguard

Certified Financial Advisor

Dallas, TX

By applying to this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor opportunity.   As a Vanguard Advisor, You Will: * Establish, grow, and ...

Mercer Advisors

Sr. Financial Planner (Dallas, TX)

Dallas, TX · Hybrid

$75K - $100K/yr

Financial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a comprehensive financial plan. In the Senior Financial Planner I role, you ...

Mercer Advisors

Sr. Financial Planner (Dallas, TX)

Dallas, TX · On-site

$75K - $100K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... In the Senior Financial Planner I role, you will work as part of our Financial Planning Group, in ...

Fidelity Investments

Senior Financial Analyst

Westlake, TX · On-site

$82K - $102K/yr

The Senior Financial Analyst role consists of providing exceptional finance support and advice on ... Finance Please be advised that Fidelity's business is governed by the provisions of the Securities ...

Petmate

Sr. Financial Analyst

Arlington, TX · On-site

$77K - $95K/yr

POSITION SUMMARY The Senior Financial Analyst is a key contributor to the future growth of the ... Acting as a trusted advisor, this role provides hands-on financial consulting, strategic analysis ...

Beacon Pointe

Senior Wealth Advisor

Plano, TX · On-site

$80 - $120/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and ... We bring together holistic financial planning, access to institutional quality investments, life ...

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All JobsFinancial Advisor JobsSenior Financial Advisor JobsSenior Financial Advisor Jobs in Addison, TX

Senior Financial Advisor information

See Addison, TX salary details

$67.3K

$128.9K

$203.3K

How much do senior financial advisor jobs pay per year?

As of Aug 22, 2026, the average yearly pay for senior financial advisor in Addison, TX is $128,908.00, according to ZipRecruiter salary data. Most workers in this role earn between $108,400.00 and $142,800.00 per year, depending on experience, location, and employer.

What does a senior financial advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

What are the key skills and qualifications needed to thrive as a senior financial advisor, and why are they important?

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

How does a senior financial advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

What is the difference between Senior Financial Advisor vs Financial Planner?

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

What are the most commonly searched types of Financial Advisor jobs in Addison, TX?

The most popular types of Financial Advisor jobs in Addison, TX are:

What cities near Addison, TX are hiring for Senior Financial Advisor jobs?

Cities near Addison, TX with the most Senior Financial Advisor job openings:

Senior Financial Advisor jobs near you
Infographic showing various Senior Financial Advisor job openings in Addison, TX as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $128,908 per year, or $62 per hour.

Senior Financial Advisor

Proxy Financial

Addison, TX • Remote

$20K - $200K/mo

Full-time

Medical, Life, Retirement

Re-posted 27 days ago

Job description

Benefits/Perks

  • Proxy Path to Partnership: Our leadership team is looking for those who want to partner with us long-term and fulfill the company vision.
  • Advanced Technology & AI Tools: CRM, planning, investment management, analysis, marketing automation, and note-taking platforms.
  • Marketing & Lead Generation Support: Strategic partnerships and referral network of 150+ professionals.
  • Marketing Budget: Tied to production levels
  • Independence & Flexibility: Build your ideal practice without asset minimums.
  • Collaborative Network: Work with experts across planning, investments, insurance, and business services.
  • Regional Growth Opportunities: Support in emerging and established hubs across the U.S.
  • Eligible for Recruit Bonus
  • Outbound Support
  • Referral Budget
Job Summary

The Senior Wealth Advisor role is designed for experienced professionals who have demonstrated success in developing client relationships, delivering advanced planning strategies, and leading complex financial conversations. 
Our advisors serve high-net-worth individuals, families, and institutions, providing expertise across:
  • Financial and estate planning
  • Investment management and private funds
  • Insurance and business solutions
  • Philanthropic and legacy planning
Sr. Advisors at Proxy are supported by Proxy Partnerships and COI Network, cutting-edge technology platforms, and a culture rooted in integrity, innovation, and collaboration.
Responsibilities

As an experienced advisor or planner, you will:
  • Senior Advisors at Proxy Financial are expected to embody “The Proxy Way” by combining technical expertise, leadership, and a deeply personalized client experience.
  • Senior Advisors serve as both strategic planners and trusted relationship leaders, helping guide high-net-worth individuals, families, business owners, and institutions through sophisticated financial decisions.
  • Collaborate with regional directors and partner teams to deliver comprehensive client outcomes.
  • Leverage Proxy’s integrated platform and resources to scale your practice efficiently.
  • Strong leadership, communication, and presentation abilities. 
  • Advanced knowledge of investments, retirement planning, estate planning concepts, and risk management strategies. 
  • Experience working with high-net-worth individuals, business owners, or multi-generational families preferred.
Qualifications
Minimum Requirements
 
  • $500K - $1M+ trailing-12 production for two consecutive years (any mix of AUM, insurance, or fee-based business).
  • Series 65 and Life & Health licenses required.
  • Series 7 or CFP®, CPA, CFA, ChFC®, or similar advanced designations strongly preferred. 
  • 5+ years of experience in financial advising or planning.
  • Proven ability to independently conduct data-gathering, planning, and client onboarding.
  • Strong communication and relationship management skills.
Ideal Profile

  • $75M–$200M AUM (some cases up to $250M).
  • Entrepreneurial, used to running a team and looking to scale operations.
  • Collaborative and self-aware—knows when to engage specialists.
  • Growth mindset with a motivated commitment to long-term client success.
Proxy Regional Focus
 
We are actively building and expanding in key markets, including:
 CA (East Bay, Los Angeles, Orange County, San Diego) | AZ (Phoenix) | TX (Dallas, San Antonio) | FL (Orlando, Miami, Pensacola) | NY (New York)