Independent Financial Advisor | Hybrid Role & Growth

DFW Wealth Strategies; Southlake (TX); Hybrid; USD 70,000 - 130,000; Full time

Job summary

DFW Wealth Strategies is seeking a Financial Advisor to join a full-time, hybrid team-based practice in Southlake, TX. You will meet with clients to understand goals, perform comprehensive financial planning analyses, and develop tailored strategies addressing investments, risk management, and long-term wealth accumulation.

You will collaborate with internal teams to leverage firm tools, ensure regulatory compliance, and participate in ongoing professional development.

Qualifications

• Bachelor’s degree in finance, business, economics, or a related field.
• Relevant licenses (e.g., FINRA registrations, state insurance) or ability to obtain.
• Strong communication and presentation skills with a client-centric approach.

Responsibilities

• Meet with clients to understand goals and conduct financial and retirement planning analyses.
• Develop tailored investment strategies addressing investments and risk management.
• Review client portfolios and monitor market conditions to prepare recommendations.
• Prospect and cultivate new client relationships to grow the independent practice.

Skills

Financial analysis

Portfolio reviews

Client relationship management

Regulatory compliance

Retirement planning

Licensing (FINRA/insurance)

Education

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

CFP/ChFC or similar designation (plus)

Job description

DFW Wealth Strategies is seeking a Financial Advisor to join a full-time, hybrid team-based practice in Southlake, TX. You will meet with clients to understand goals, perform comprehensive financial planning analyses, and develop tailored strategies addressing investments, risk management, and long-term wealth accumulation.

You will collaborate with internal teams to leverage firm tools, ensure regulatory compliance, and participate in ongoing professional development.