Financial Advisor

GemHarvest Executive Recruiting; Town of Texas (WI); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Competitive pay

Excellent benefits

Growth opportunities

Job summary

GemHarvest Executive Recruiting is seeking a Financial Advisor / Wealth Advisor for a growing independent RIA in the North Dallas area. You will advise high-net-worth families on comprehensive planning, investments, and ongoing wealth management.

You will deepen client relationships within a collaborative team and contribute to growth through strong advice and business development, with competitive compensation and excellent benefits.

Qualifications

• 2+ years in wealth management, planning, or advisory work.
• Strong communication skills and integrity.
• Entrepreneurial mindset and client-focused approach.

Responsibilities

• Advise high-net-worth families on financial planning and wealth management.
• Manage and deepen client relationships within a collaborative advisory team.
• Support firm growth through strong advice and business development efforts.

Skills

Wealth management

Client relationships

Business development

Education

Bachelor’s degree

Job description

A growing independent RIA in North Dallas is seeking a Financial Advisor / Wealth Advisor to join its collaborative advisory team. The firm serves high-net-worth families and provides comprehensive planning, investment management, and long-term advice.

What You’ll Do

• Advise high-net-worth families on financial planning, investment strategy, and ongoing wealth management
• Manage and deepen client relationships within a collaborative advisory team
• Contribute to the firm’s continued growth through strong advice, relationship development, and business development efforts

What’s Offered

• Collaborative independent RIA environment with strong planning and service support
• Opportunity to grow into expanded client responsibility over time
• Competitive compensation ($90,000–$120,000 base + $10,000–$40,000 bonus) and excellent benefits

What You Bring

• Bachelor’s Degree
• 2+ years in wealth management, planning, or advisory work
• Series 65 or Series 7/66 required; CFP preferred
• Strong communication skills, high integrity, and an entrepreneurial mindset