Financial Advisor

DFW Wealth Strategies; Southlake (TX); Hybrid; USD 70,000 - 130,000; Full time

Job summary

DFW Wealth Strategies is seeking a Financial Advisor to join a full-time, hybrid team-based practice in Southlake, TX. You will meet with clients to understand goals, perform comprehensive financial planning analyses, and develop tailored strategies addressing investments, risk management, and long-term wealth accumulation.

You will collaborate with internal teams to leverage firm tools, ensure regulatory compliance, and participate in ongoing professional development.

Qualifications

• Bachelor’s degree in finance, business, economics, or a related field.
• Relevant licenses (e.g., FINRA registrations, state insurance) or ability to obtain.
• Strong communication and presentation skills with a client-centric approach.

Responsibilities

• Meet with clients to understand goals and conduct financial and retirement planning analyses.
• Develop tailored investment strategies addressing investments and risk management.
• Review client portfolios and monitor market conditions to prepare recommendations.
• Prospect and cultivate new client relationships to grow the independent practice.

Skills

Financial analysis

Portfolio reviews

Client relationship management

Regulatory compliance

Retirement planning

Licensing (FINRA/insurance)

Education

Bachelor’s degree in finance/business/economics or related field

CFP/ChFC or similar designation (plus)

Job description

Company Description DFW Wealth Strategies is dedicated to partnering with financial professionals to build and grow independent practices according to their unique vision. Founded by an advisor and supported by Guardian Life, Park Avenue Securities, and Living Balance Sheet, the firm offers access to trusted products, proven tools, and a collaborative team focused on advisor success. The organization emphasizes a true partnership model, created by advisors for advisors, rather than a top-down structure. Advisors benefit from competitive compensation, robust benefits, strong teaming opportunities, and a planning process designed to test and refine strategies. With the backing of respected industry names, DFW Wealth Strategies provides the resources and support needed to grow confidently and sustainably.

Role Description The Financial Advisor role is a full-time, hybrid position based in Southlake, TX, with flexibility for some work from home. In this role, the advisor will meet with clients to understand their goals, conduct comprehensive financial and retirement planning analyses, and develop tailored strategies that address investments, risk management, and long-term wealth accumulation. Day-to-day responsibilities include reviewing client portfolios, monitoring market conditions, preparing recommendations, and presenting detailed financial plans in a clear, accessible manner. The advisor will collaborate with internal teams to leverage firm tools and systems, ensure regulatory compliance, and participate in ongoing professional development. The role also involves prospecting and cultivating new client relationships, maintaining high-standards of service, and contributing to the growth of an independent, advisor-centric practice.

Qualifications

• 3+ years as a licensed life/ health agent and or Registered Representative
• Strong foundation in Finance and Investments, with the ability to analyze portfolios and market trends.
• Proficiency in Financial Planning and Retirement Planning, including developing comprehensive, long-term strategies.
• Experience in Financial Advisory, providing client-centric guidance and recommendations aligned with individual goals.
• Relevant licenses or the ability to obtain them (e.g., FINRA registrations, state insurance licenses) and adherence to regulatory requirements.
• Excellent communication, relationship-building, and presentation skills, with a focus on clear, ethical client interaction.
• Demonstrated ability to work both independently and collaboratively in a hybrid environment, managing multiple client priorities.
• Bachelor’s degree in finance, business, economics, or a related field; advanced credentials such as CFP ChFC or similar designations are a plus.
• Goal-oriented mindset with strong analytical skills, integrity, and commitment to ongoing professional growth.