Dallas Financial Advisor - Client Wealth & Planning

Global Advisers, LLC; Dallas (TX); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Global Advisers, LLC in Dallas, TX, seeks a Financial Advisor to guide individuals, families, executives, and business owners through investment management and financial planning. You will build durable client relationships, deliver goals-based advice, and coordinate implementation with a team.

The role blends advisory work with business development, requiring sound judgment, accuracy, and strong client service.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Three or more years of financial-advisory, wealth-management, financial-planning, or closely related client-facing experience.
• Series 65 required at hire or within the period permitted by the firm and applicable law.
• Strong investment knowledge, planning judgment, communication skills, and professional integrity.
• CFP certification or progress toward CFP certification (preferred).

Responsibilities

• Develop and deliver goals-based financial advice aligned with each client's objectives, resources, risk tolerance, and time horizon.
• Advise on investment strategy, retirement income, tax-aware planning, insurance, estate coordination, liquidity, and other relevant financial decisions.
• Lead client meetings and communicate recommendations clearly, including tradeoffs, assumptions, and implementation priorities.
• Develop new client relationships through referrals, professional networks, prospect meetings, and firm-supported business-development activity.
• Coordinate with investment, planning, operations, compliance, insurance, and outside professional resources when client needs require specialized expertise.
• Maintain complete client records and adhere to applicable regulatory, privacy, and firm requirements.

Skills

Financial Planning

Client Relationship Management

Business Development

Retirement Planning

Tax Planning

Estate Planning Coordination

Investment Policy Statements

Presentation Skills

Education

Bachelor's degree or equivalent professional experience

Series 65 certification

CFP certification (preferred)

Job description

Global Advisers, LLC in Dallas, TX, seeks a Financial Advisor to guide individuals, families, executives, and business owners through investment management and financial planning. You will build durable client relationships, deliver goals-based advice, and coordinate implementation with a team.

The role blends advisory work with business development, requiring sound judgment, accuracy, and strong client service.