Financial Advisor

GDS Wealth Management; Texas; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Bonus potential

Job summary

GDS Wealth Management in Texas is seeking a full-time Financial Advisor to establish new client relationships and deliver comprehensive advisory services. You will lead planning for small to mid-size clients and help expand the firm’s presence in North Texas and beyond, with ongoing training and performance-based rewards.

The role requires 3–5 years in financial planning, active Series 65/66, and a Bachelor's degree (CFP preferred). A client-focused, professional approach is essential.

Qualifications

• Bachelor's degree or higher required.
• 3–5 years of financial planning and/or investment advisory experience, especially with high-net-worth clients.
• Active Series 65 or 66.
• CFP certification preferred.
• Strong communication and relationship-management abilities.

Responsibilities

• Establish new client relationships and provide advisory services.
• Lead financial planning for small- to mid-sized clients.
• Deliver financial planning solutions and maintain client satisfaction.
• Participate in meetings, training, and industry education.
• Expand firm presence in North Texas and beyond.

Skills

Client relationship management

Financial planning

Sales targets

Communication skills

Presentation skills

Education

Bachelor's degree or higher

CFP certification preferred

Tools

Series 65/66

Job description

Job Description

Job Description

GDS Wealth Management invites you to join our dynamic team as a Financial Advisors as we continue to expand and empower clients in their pursuit of financial success. As a rapidly growing wealth management firm, we are passionate about guiding individuals toward their desired financial outcomes. By becoming a part of our young, motivated, and target-driven team, you will have a unique opportunity to shape the future prosperity of our thriving organization.

Join our team of professionals in the wealth management industry, renowned for our exceptional expertise and dedication. Glen Smith, our esteemed CEO and CIO, has been consistently honored as one of Forbes' Best-in-State Wealth Advisors* for seven consecutive years (2019-2025). This prestigious recognition highlights our commitment to excellence in delivering sophisticated financial planning solutions and unparalleled client service. At GDS Wealth Management, we strive to provide our clients with a sense of security and assurance as they pursue their financial goals.

Our mission at GDS Wealth Management is to offer our clients peace of mind surrounding their financial goals through sophisticated financial planning and a high level of customer service.

Job Summary:

The financial advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients. In addition to taking the lead in financial planning for the firm’s small to midsize clients, the financial advisor has the opportunity to help the team continue to expand its presence in North Texas and beyond.

Responsibilities and Activities:

• 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.
• Become a lifelong learner, continuously seeking to expand knowledge and stay updated on industry trends.
• Work to build and maintain relationships with internal and external parties.
• Dress in business-professional attire.
• Perform other duties and responsibilities as assigned.

Industry Experience Requirements

• Prefer three to five years of financial planning and/or investment advisory experience, especially working with high-net-worth clients.
• Active Series 65 or 66.
• Clean U-4 and U-5 history.
• CERTIFIED FINANCIAL PLANNER™ (CFP®) preferred.

Knowledge, Skills, and Abilities

• Bachelor's degree or higher is strongly preferred.
• Highly motivated and self-driven, with a strong winner mentality and the ability to thrive under pressure.
• Confident in expressing opinions and ideas, with excellent communication and presentation skills.
• Detailed-oriented, exhibiting excellent organizational and time management skills.
• Strong relationship management skills and a genuine desire to help clients.
• Full-time, on-site presence is mandatory.

What We Offer:

• Compensation includes salary and performance incentives based on experience and potential.
• A supportive and collaborative work environment where your ideas and expertise are valued.
• Opportunities for professional growth and development through ongoing training and education.
• Fast-paced and motivational culture focused on improving our clients’ lives.
• Benefits package, including health insurance, matching 401k contributions, and more.

GDS Wealth Management Guiding Behaviors

At GDS Wealth Management, our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, and Improve) to deliver on the firm's core values of prioritizing our clients, integrity, independence, and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same.
• Work with and through others to achieve desired outcomes.
• Make prompt, pragmatic choices, and act with the client in mind.
• Take ownership and hold themselves and others accountable for delivering results that matter.
• Contribute to the continuous evolution of the firm.

This Role Might Not Be the Right Fit If…

• You prefer comfort over challenge.
  We’re a growth-driven firm. That means constant learning, pushing limits, and striving to be better every single day.
• You avoid hard work or nee