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

Senior Wealth Advisor

Fort Worth, TX ยท On-site

$100 - $150/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 ...

We are looking for an Associate Wealth Advisor to join a boutique wealth management firm in Fort ... with senior leadership to support sophisticated financial planning needs for professionals ...

Senior Banking Advisor

Fort Worth, TX ยท On-site

$130K - $131K/yr

With more than 130 years of financial experience and over 22,000 partners, we serve the world ... As a senior advisor, this role is responsible for new business development, structuring and ...

Senior Banking Advisor

Fort Worth, TX ยท On-site

$130K - $131K/yr

With more than 130 years of financial experience and over 22,000 partners, we serve the world ... As a senior advisor, this role is responsible for new business development, structuring and ...

Senior Banking Advisor

Fort Worth, TX ยท On-site

$130K - $131K/yr

With more than 130 years of financial experience and over 22,000 partners, we serve the world ... As a senior advisor, this role is responsible for new business development, structuring and ...

Senior Advisor, TMS

Fort Worth, TX ยท On-site

$130K - $131K/yr

Precise Systems is hiring an Advisor, Senior to support a U.S. Navy customer. This program provides ... Analyzes in-place business, operational, and financial processes and management relationships.

Senior Advisor, TMS

Fort Worth, TX

$130K - $131K/yr

Precise Systems is hiring an Advisor, Senior to support a U.S. Navy customer. This program provides ... Analyzes in-place business, operational, and financial processes and management relationships.

Advisor, Senior (TMS Team)

Fort Worth, TX ยท On-site

$128K - $128K/yr

Responsibilities Sabre Systems is hiring an Advisor, Senior to support a U.S. Navy customer. This ... Analyzes in-place business, operational, and financial processes and management relationships.

Advisor, Senior (TMS Team)

Fort Worth, TX ยท On-site

$128K - $128K/yr

Responsibilities Sabre Systems is hiring an Advisor, Senior to support a U.S. Navy customer. This ... Analyzes in-place business, operational, and financial processes and management relationships.

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Showing results 1-20

Senior Financial Advisor information

See Springtown, TX salary details

$56.7K

$108.6K

$171.2K

How much do senior financial advisor jobs pay per year?

As of Aug 22, 2026, the average yearly pay for senior financial advisor in Springtown, TX is $108,563.00, according to ZipRecruiter salary data. Most workers in this role earn between $91,300.00 and $120,300.00 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 cities near Springtown, TX are hiring for Senior Financial Advisor jobs?

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

Infographic showing various Senior Financial Advisor job openings in Springtown, TX as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $108,563 per year, or $52.2 per hour.

Senior Financial Advisor (Client Servicing)

SWMG

Fort Worth, TX โ€ข On-site

$95K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 7 days ago


Job description

Job description:We are seeking an experienced Senior Financial Advisor who is passionate about helping clients make informed financial decisions while building lasting relationships. This is an excellent opportunity for an advisor who enjoys working with an established client base, values a fiduciary approach, and wants a long-term career path within a growing RIA.About UsStrittmatter Wealth Management Group (SWMG) is a boutique Registered Investment Advisor serving high-net-worth individuals, and business owners. We have been in business since 2007 and specialize in retirement planning, investment management and business planning.Location: Fort Worth, TX (In-Person)Compensation: $95,000 - $105,000 Base Salary + BonusesBenefits: Medical, Dental, Vision, Disability, Life Insurance, 401(k) with Company Match, Paid Time-OffSchedule: Monday-Thursday 8:00 AM-5:00 PM, Friday 8:00 AM-4:00 PMWhat You'll DoService our existing client-baseConduct financial planning and investment review meetingsCollaborate with senior advisors to deliver comprehensive planning solutionsDevelop financial plans and customized recommendations using financial planning softwarePresent planning strategies and investment recommendations to clientsConduct case specific researchCoordinate trading activities and client service tasksMaintain compliance and documentation standardsSupport client education initiatives, seminars, webinars, and marketing effortsWhat We're Looking For8 to 10 years of client-facing financial planning or overall wealth management experienceShould have strong financial planning skillsCFP® designation preferredSeries 65 required if CFP® designation is not heldLife & Health Insurance License requiredBachelor's degree requiredStrong knowledge of financial planning, investments, retirement planning, insurance, and wealth management strategiesExcellent presentation, communication, and relationship-building skillsAbility to explain complex financial concepts in a clear and engaging mannerStrong organizational skills and attention to detailCommitment to fiduciary standards and putting clients firstWhy Join Strittmatter Wealth Management GroupDefined long-term career growth pathCompetitive salary plus performance-based bonus opportunitiesComprehensive benefits package401(k) with company matchProfessional, collaborative, and team-oriented culture
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