Future Lead Wealth Manager: Build Your Own Pod

Third Act Wealth Management, LLC; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Generous PTO

Revenue share

Support for continuing designations

Job summary

Third Act Wealth Management, LLC seeks an Associate Wealth Manager in Dallas to work daily with the founder. You will participate in client meetings, phone calls, and planning tasks to learn the pod model and future ownership opportunities.

You will develop client relationships, co-present comprehensive plans, and contribute to portfolio strategy while growing toward leading your own pod within 12–18 months.

Qualifications

• Bachelor's degree required.
• CFP designation required.
• Series 65 or 66 required; Series 7 preferred or willing to obtain.
• 2–4 years wealth management in a client-facing seat.
• Comfortable on the phone; strong client communication.
• Experience with eMoney and Holistiplan preferred; LPL experience is a plus.

Responsibilities

• Serve as a point of contact alongside the founder for high-net-worth relationships.
• Take portions of client meetings and move conversations toward ownership.
• Lead first calls with prospects and qualify for a meeting.
• Build trust through proactive communication and reliable follow‑through.

Skills

Genuinely comfortable on the phone

Wealth management experience

Education

Bachelor's degree

CFP® designation

Series 65

Series 66

Series 7

Tools

eMoney

Holistiplan

LPL platform

Job description

Third Act Wealth Management, LLC seeks an Associate Wealth Manager in Dallas to work daily with the founder. You will participate in client meetings, phone calls, and planning tasks to learn the pod model and future ownership opportunities.

You will develop client relationships, co-present comprehensive plans, and contribute to portfolio strategy while growing toward leading your own pod within 12–18 months.