Equity Partner Financial Advisor | AI-Driven Wealth & Planning

Thryve Wealth Management; Dallas (TX); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Equity stake

Flexible schedule

Advanced tech tools

Job summary

THRYVE Wealth Management is seeking a motivated Financial Advisor to join our independent fiduciary-based RIA. This role focuses on building relationships, delivering tailored financial plans, and guiding clients toward their goals with a comprehensive planning approach.

You will work with senior leaders to develop investment solutions and advisory services, participate in equity-based growth, and enjoy hybrid work options within a tech-forward, client-centric culture.

Qualifications

• Bachelor’s degree in finance or business economics (preferred).
• Licensing: Series 66 (or 63/65) required. Life/Health insurance license, Series 7, CFP or CWA preferred.
• An existing practice that is predominantly fee-based with assets of $100 Million and above in AUM.
• Experience: Ideally, 3-12 years as a Financial Advisor.
• Strong interpersonal, communication, and analytical skills.
• Proficiency in Microsoft Office and CRM systems.
• Compensation will be dependent on years of experience and incoming practice. The structure will include a cash component, equity, and a payout based on revenues.
• Health, dental, and vision insurance.
• Professional development and continuing education support.
• Flexible work arrangements (hybrid options may be available).

Responsibilities

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

Skills

Interpersonal skills

Communication

Analytical skills

CRM proficiency

Education

Bachelor’s degree in finance or business economics

Tools

Microsoft Office

CRM systems

Job description

THRYVE Wealth Management is seeking a motivated Financial Advisor to join our independent fiduciary-based RIA. This role focuses on building relationships, delivering tailored financial plans, and guiding clients toward their goals with a comprehensive planning approach.

You will work with senior leaders to develop investment solutions and advisory services, participate in equity-based growth, and enjoy hybrid work options within a tech-forward, client-centric culture.