Equity Partner Financial Advisor – AI‑Driven Wealth

Thryve Wealth Management; Irving (TX); Hybride; USD 90 000 - 150 000; Plein temps

Avantages offerts par ce poste

Equity compensation opportunity

Hybrid work arrangements

Health, dental, and vision insurance

Professional development support

Résumé du poste

THRYVE Wealth Management is seeking a motivated, entrepreneurial Financial Advisor to join our team. This role focuses on building strong relationships, developing comprehensive financial plans, and delivering tailored investment and planning solutions.

You will play a key role in enhancing THRYVE to a leading RIA while helping clients reach their financial goals. You will collaborate with our CIO and head of Financial Planning to address retirement, investments, insurance, and estate planning

Qualifications

• Bachelor’s degree in finance or business economics (preferred).
• Licensing: Series 66 (or 63/65) required. Life/Health license preferred. Series 7.
• CFP or CWA preferred.
• An existing fee-based practice with $100M+ AUM.
• 3–12 years of experience as a Financial Advisor.
• Strong interpersonal, communication, and analytical skills.
• Proficiency in CRM systems and Microsoft Office.

Responsabilités

• Acquire new clients through networking, referrals, and community engagement.
• Develop and maintain long-term client relationships to help achieve financial goals.
• In collaboration with the CIO and head of Financial Planning, create customized financial plans addressing retirement, investments, insurance, and estate planning.
• Analyze client data to recommend strategies aligned with risk tolerance and objectives.
• Stay current on market trends, regulatory changes, and financial strategies.
• Ensure compliance with industry regulations and company policies.

Connaissances

Relationship building

Communication

Analytical skills

Formation

Bachelor’s degree in finance or business economics

Outils

CRM systems

Microsoft Office

Description du poste

THRYVE Wealth Management is seeking a motivated, entrepreneurial Financial Advisor to join our team. This role focuses on building strong relationships, developing comprehensive financial plans, and delivering tailored investment and planning solutions.

You will play a key role in enhancing THRYVE to a leading RIA while helping clients reach their financial goals. You will collaborate with our CIO and head of Financial Planning to address retirement, investments, insurance, and estate planning