Job Description
Join our award-winning team as a Senior Financial Advisor in the heart of Fort Worth's thriving financial district. We're seeking a dynamic professional to deliver comprehensive wealth management solutions to high-net-worth clients while enjoying our flexible remote-first work model. 100% remote-friendly with quarterly in-person collaboration days in Fort Worth. Enjoy competitive compensation, comprehensive benefits, and ongoing professional development in a culture that values innovation and client success.
Responsibilities
- Develop and implement personalized financial strategies including retirement planning, investment management, and estate planning
- Build and maintain long-term client relationships through regular portfolio reviews and proactive communication
- Conduct thorough financial analysis using industry-leading tools to optimize client outcomes
- Collaborate with cross-functional teams on complex multi-generational wealth solutions
- Stay current on market trends, regulatory changes, and tax-efficient strategies
- Mentor junior advisors and contribute to firm-wide growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA or CFP preferred)
- 5+ years of financial advisory experience with proven client acquisition track record
- Series 7, 66, and state securities licenses (or ability to obtain immediately)
- Strong analytical skills with proficiency in financial planning software (e.g., MoneyGuidePro)
- Exceptional communication skills with ability to articulate complex concepts clearly
- Self-motivated professional with demonstrated ability to work independently
- Texas residency or willingness to relocate to Fort Worth area for quarterly meetings