Lead Financial Advisor — Leadership in Wealth Planning (TX)

A.M. Guidance & Financial Services (AMGF); Eastland (TX); Vor Ort; USD 85.000 - 110.000; Vollzeit

Benefits dieser Stelle

Potential for performance-based incentives

Relocation assistance for qualified candidates

Zusammenfassung

A reputable wealth management firm located in Texas is seeking an experienced Lead Financial Advisor to join its leadership team. The firm offers the opportunity to work closely with high-net-worth clients while contributing to its strategic growth. Candidates should have a strong background in financial planning and experience advising affluent individuals. This role includes mentoring responsibilities and the potential for relocation assistance. An ideal candidate values collaboration and has relevant industry designations.

Qualifikationen

• 7-15+ years of experience in wealth management or financial advisory roles.
• Experience advising high-net-worth clients and business owners.
• Experience with family-owned businesses or multigenerational wealth planning is a plus.

Aufgaben

• Serve as a trusted advisor to high-net-worth clients and families.
• Lead comprehensive financial planning discussions.
• Deliver integrated strategies across investments, tax, estate, and retirement planning.
• Work collaboratively with a team of advisors and planning professionals.
• Mentor and support other team members.

Kenntnisse

Strong background in comprehensive financial planning

Excellent communication and relationship-building skills

Leadership mindset

Experience with high-net-worth clients

Ability to guide complex financial decisions

Ausbildung

Professional designation such as CFP®, CPA, ChFC®

Jobbeschreibung

A reputable wealth management firm located in Texas is seeking an experienced Lead Financial Advisor to join its leadership team. The firm offers the opportunity to work closely with high-net-worth clients while contributing to its strategic growth. Candidates should have a strong background in financial planning and experience advising affluent individuals. This role includes mentoring responsibilities and the potential for relocation assistance. An ideal candidate values collaboration and has relevant industry designations.