Fintech-Driven Wealth Manager: Grow Your Advisory Practice

GAMARC Consulting; Dallas (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

GAMARC Consulting seeks a Senior Wealth Manager to build a strong book of business in Dallas, TX. The role blends traditional wealth advisory with a fintech-enabled platform to streamline client service and product development.

Expect ownership of client relationships, ongoing financial planning, and collaboration with product teams to refine advisor technology. A high-impact, fast-paced environment offers growth for experienced leaders in wealth management.

Qualifications

• 10+ years of investment advisory experience.
• Existing book of business that is actively advised today.
• Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
• Strong desire for ownership and meaningful impact in a tech-driven wealth management environment.
• Ability to thrive in a demanding, fast-paced environment while handling multiple priorities.
• Excited to work in Fintech and leverage technology to enhance client and advisor experiences.

Responsibilities

• Develop and manage new client relationships, supporting business development efforts.
• Conduct financial planning for clients, covering investment strategy, tax planning, retirement planning, estate planning, stock options, insurance, and charitable giving.
• Analyze client financial situations, provide investment recommendations, and implement long-term strategies.
• Collaborate with third-party service providers to optimize client financial strategies.
• Work directly with Product Development teams to improve technology platform based on advisor and client needs.
• Support the Growth Team in sourcing, pitching, and onboarding other advisors to the platform.

Skills

Investment advisory

Existing book of business

Series 65/7/66

Ownership mindset

Thrives in fast-paced environment

Fintech focus

Tech-focused employer

Analytical background

Communication

Problem-solving

Education

BS or MS in analytical/technical discipline

Tools

Financial planning software

Job description

GAMARC Consulting seeks a Senior Wealth Manager to build a strong book of business in Dallas, TX. The role blends traditional wealth advisory with a fintech-enabled platform to streamline client service and product development.

Expect ownership of client relationships, ongoing financial planning, and collaboration with product teams to refine advisor technology. A high-impact, fast-paced environment offers growth for experienced leaders in wealth management.