Financial Advisor

DFW Wealth Strategies; United States; Hybrid; USD 90,000 - 150,000; Full time

Job summary

DFW Wealth Strategies in Texas is seeking a full-time Financial Advisor for a hybrid role with some work-from-home flexibility. You will meet clients, understand their goals, and craft comprehensive financial plans across investments, retirement, protection, and cash flow.

You will recommend products, implement and monitor plans, and adjust strategies as client needs and market conditions change. Expect prospecting, client reviews, and strict compliance with fiduciary standards.

Qualifications

• Strong foundation in financial planning and advisory to design client-focused strategies.
• Knowledge of finance and investments to analyze portfolios and assess risk.
• Experience or training in retirement planning to support income needs.
• Excellent communication and relationship-building with clients.
• High ethical standards and commitment to regulatory compliance and fiduciary duties.
• Ability to work both independently and in a hybrid environment.

Responsibilities

• Meet with clients to understand goals and assess current financial situations.
• Develop comprehensive financial plans covering investments, retirement, protection, and cash flow.
• Recommend appropriate financial products and strategies and implement plans.
• Monitor client plans and adjust recommendations as market conditions change.
• Prospecting, networking, and conducting client reviews to grow the practice.
• Maintain compliance and documentation, collaborating with internal teams for support.

Skills

Financial Planning

Client service

Regulatory compliance

Fiduciary responsibilities

Hybrid work

Time management

Education

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

FINRA registrations or insurance licenses (preferred)

Job description

Company Description DFW Wealth Strategies partners with financial professionals to build and scale independent practices with flexibility and control. 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 dedicated support team. Advisors benefit from competitive compensation, robust benefits, collaborative teaming, and a planning process designed to drive measurable growth. The firm provides a “lab” environment to test strategies and systems, helping advisors deliver confident, client-centered advice. DFW Wealth Strategies is independently operated and not an affiliate or subsidiary of Park Avenue Securities or Guardian.

Role Description This full-time Financial Advisor role is hybrid, based in Texas with flexibility for some work from home. The Financial Advisor will meet with clients to understand their goals, assess current financial situations, and develop comprehensive financial plans covering areas such as investments, retirement, protection, and cash flow. The role involves recommending appropriate financial products and strategies, implementing and monitoring plans, and adjusting recommendations as client needs and market conditions change. Day-to-day activities include prospecting and networking, conducting client reviews, preparing financial analyses, maintaining compliance and documentation, and collaborating with internal teams for planning support. The advisor will use firm-provided tools and systems to deliver a high-quality, values-driven client experience while building a sustainable, growth-oriented practice. We work to obtain Life and Health, series 7/66, or series 66 if needed.

Qualifications

• Strong foundation in Financial Planning and Financial Advisory to design and deliver comprehensive, client-focused strategies.
• Knowledge of Finance and Investments to analyze portfolios, evaluate risk, and recommend suitable solutions.
• Experience or training in Retirement Planning to help clients prepare for and manage income needs across life stages.
• Excellent communication, relationship-building, and client service skills, with the ability to explain complex concepts clearly.
• High ethical standards, integrity, and commitment to regulatory compliance and fiduciary responsibilities.
• Ability to work both independently and collaboratively in a hybrid environment, managing time and priorities effectively.
• Bachelor’s degree in finance, economics, business, or a related field preferred; relevant licenses (e.g., FINRA registrations, insurance licenses) or willingness to obtain them.
• Prior experience in financial services, wealth management, or advisory roles is beneficial but not strictly required for highly motivated candidates.