Financial Advisor | Planning and Client Servicing

The Financial Advisor role provides client-facing support for an established high-net-worth book of business, with a focus on comprehensive financial planning, investment reviews, and ongoing client servicing in Fort Worth, Texas.

Location and Compensation

Fort Worth, TX (onsite). Salary range: USD 70,000 to 85,000 per year.

Key Responsibilities

• Maintain and strengthen long-term relationships with an established high-net-worth client base.
• Participate in client meetings and support lead advisors in delivering financial planning services.
• Conduct investment reviews and hold financial planning meetings with existing clients.
• Prepare and manage financial plans from initial preparation through client presentation using financial planning tools.
• Develop personalized financial plans, investment proposals, and client recommendations.
• Perform investment research and coordinate trading activities, including reviewing assigned tasks.
• Maintain accurate client records and support compliance documentation.
• Support educational webinars, seminars, marketing materials, and internal reporting.

Required Qualifications

• At least 3 years of client-facing financial planning experience.
• Bachelor's degree or higher.
• Active Life and Health Insurance license.
• CFP® certification preferred.
• Series 65 license required if the CFP® designation is not held.
• Strong knowledge of investments, financial markets, retirement planning, insurance, and financial planning principles.
• Proficiency in Microsoft Office 365 and Google Workspace.
• Strong communication, presentation, organizational, and time-management skills.
• Commitment to fiduciary responsibility, ethical conduct, and prioritizing clients.

Preferred Experience

• Familiarity with financial planning software and systems including Redtail CRM, Morningstar, Nitrogen, and Pershing 360.
• Experience preparing and presenting comprehensive financial plans and investment recommendations.

Tools and Technologies

• Microsoft Office 365
• Google Workspace
• Redtail CRM
• Morningstar
• Nitrogen
• Pershing 360

Benefits

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Additional Role Details

• Base compensation with revenue-based bonuses and a comprehensive benefits package.
• Support for professional development, including CFP® exam reimbursement, subject to applicable terms and conditions.
• Opportunity to build a long-term career within an independent wealth management firm.
• Collaborative and professional work culture emphasizing collaboration, open communication, mutual respect, and professionalism.