Financial Advisor

The Opportunity

We are looking for a Financial Advisor who wants to build something meaningful — not just manage a book. In this role, you will:

• Have the opportunity to follow up on firm-generated leads, creating a track record of sales accomplishments and consistently meeting or exceeding targets.
• Deliver financial planning to the client base and assist the firm’s principal financial advisor as needed.
• Participate in required meetings, training, and continuing education requirements.
• Work to build and maintain relationships with internal and external parties.
• Contribute actively to the firm’s expansion across North Texas and beyond
• Embrace ongoing training, continuing education, and demonstrate genuine commitment to lifelong learning
• Perform other duties and responsibilities as assigned
• This is an on-site, full-time role. The regular work schedule follows standard business hours, with availability beyond core hours expected based on client and/or firm needs.

What We’re Looking For

Experience & Credentials

• 3–5 years of financial planning and/or investment advisory experience, ideally with high-net-worth clients
• Active Series 65 or 66 license required
• Clean U-4 and U-5 history required
• CFP® designation preferred
• Bachelor’s degree or higher strongly preferred

Skills & Attributes

Who You Are

• Self-directed and results-driven — you own your outcomes without waiting to be managed.
• Exceptional communicator who builds client confidence through clarity and consistency.
• Detail-oriented with strong organizational habits and disciplined follow-through.
• Resilient under pressure and motivated by challenge, not deterred by it.
• Genuine desire to serve clients and make a lasting impact on their financial lives.

Our Culture

We operate by five guiding behaviors that define how we work — with our clients, with each other, and with ourselves.

• Develop: Grow professionally and inspire others to do the same.
• Collaborate: Work with and through others to achieve outcomes that matter.
• Decide: Make prompt, pragmatic choices with the client at the center.
• Deliver: Take ownership and hold yourself accountable for results.
• Improve: Contribute to the continuous evolution of the firm. Kaizen is not a buzzword here — it’s how we operate.

What We Offer

• Compensation: Competitive base salary plus performance incentives, scaled to experience and potential
• Health Benefits: Health insurance and 401(k) with matching contributions
• Work Culture: A collaborative, high-performance environment where your expertise is valued and recognized
• Growth: Ongoing training, mentorship, and professional development — we invest heavily in the people we hire. Real opportunity to grow with a firm on an upward trajectory.
• Other: Access to firm-generated leads to accelerate your pipeline.

Who Thrives Here

Our best advisors are driven by something more than a paycheck. They take pride in their craft, hold themselves to a high standard, and bring a service-first mindset to every client relationship. They welcome feedback, bounce back from setbacks, and consistently go the extra mile — not because they’re asked to, but because that’s who they are.

If you are a fiduciary at heart — someone who does right by clients every time, without exception — we would love to hear from you.

Ready to Build Something Great?

Fill out the application below and a member of our team will be in touch.

Given the demand for this role, we will prioritize the most qualified candidates.