Wealth Advisor Senior

Kyler Professional Search

Plano (TX)

On-site

USD 80,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Highly competitive base salary

Performance-based incentive compensation

Comprehensive medical, dental, and vision coverage

Retirement savings and matching programs

Hybrid work environment

Relocation assistance for qualified candidates

Job summary

Kyler Professional Search is looking for experienced Wealth Advisors to join a top-tier wealth management organization in Plano, Texas. This is a unique opportunity to build enduring client relationships while delivering comprehensive financial guidance without the pressure of sales quotas.

As a Wealth Advisor, you will develop customized financial strategies for affluent individuals and families, working alongside specialists in investment management and estate planning. Benefits include a competitive salary, performance incentives, comprehensive health coverage, and a hybrid work environment.

Qualifications

Seven or more years of experience in wealth management or financial planning.
Experience advising affluent or ultra-high-net-worth individuals.
Strong understanding of investment management and retirement strategies.

Responsibilities

Develop comprehensive financial plans tailored to clients' needs.
Manage and deepen relationships with high-net-worth clients.
Provide sophisticated investment guidance and estate planning solutions.
Partner with specialists to deliver comprehensive client solutions.
Serve as an ongoing advisor, adjusting financial strategies as needed.
Mentor fellow advisors and contribute to a culture of learning.

Skills

Communication skills

Relationship building

Investment management knowledge

Retirement planning expertise

Tax strategy knowledge

Estate planning skills

Education

CFA, CPA, CTFA or similar designations

Job description

Our client is one of the nation’s most respected investment management and wealth advisory organizations, serving millions of investors worldwide through a client-first philosophy built on trust, integrity, and long-term financial success.

Recognized for its commitment to fiduciary advice, investment excellence, and exceptional client service, the firm has built a reputation for helping affluent and ultra-high-net-worth families navigate complex financial decisions with confidence.

As demand for sophisticated wealth planning continues to grow, the organization is expanding its advisory teams and seeking experienced Wealth Advisors who are passionate about building lasting client relationships and delivering comprehensive financial guidance.

The Opportunity

This is an exceptional opportunity to join a nationally recognized wealth management organization that places advice—not product sales—at the center of every client relationship.

Working with affluent and ultra-high-net-worth individuals and families, you’ll develop customized financial strategies designed to help clients achieve their long-term financial goals. You’ll serve as a trusted advisor, helping clients navigate complex investment decisions, retirement planning, estate and legacy planning, tax-efficient strategies, charitable giving, and wealth preservation.

Unlike many advisory roles, this position allows you to focus on delivering sophisticated advice while leveraging the resources of an established organization with an outstanding reputation, extensive planning capabilities, and a collaborative team of specialists.

Whether joining as a Wealth Advisor or Senior Wealth Advisor, you’ll inherit the opportunity to build deep, long-term relationships while making a meaningful impact on the financial lives of your clients.

What You’ll Do

As a trusted financial advisor, you will:

Develop comprehensive financial plans tailored to the unique needs of affluent and ultra-high-net-worth clients.
Manage and deepen relationships with clients possessing significant investable assets.
Provide sophisticated investment guidance, retirement planning, tax-aware investment strategies, estate planning, charitable giving, and wealth transfer solutions.
Partner with specialists across investment management, trust services, estate planning, and tax strategy to deliver comprehensive client solutions.
Serve as an ongoing advisor, proactively adjusting financial strategies as client goals and market conditions evolve.
Mentor and collaborate with fellow advisors while contributing to a culture of continuous learning and professional excellence.
Represent the organization with professionalism while building long-term client confidence and trust.

The Ideal Candidate

The successful candidate is an experienced financial advisor who is passionate about helping clients make confident financial decisions through thoughtful planning and trusted relationships.

They combine technical expertise with emotional intelligence, understanding that exceptional wealth management is built on listening first, educating clients, and developing customized solutions that evolve over time.

Successful candidates will likely possess:

Additional credentials such as CFA, CPA, CTFA, or similar designations are highly valued
Seven or more years of experience in wealth management, financial planning, or investment advisory services
Experience advising affluent or ultra-high-net-worth individuals and families
Strong knowledge of investment management, retirement planning, tax strategies, trust and estate planning, and wealth transfer
Outstanding communication, relationship-building, and presentation skills
A consultative, fiduciary approach to client service

Why This Opportunity Is Different

This role offers far more than the opportunity to manage client portfolios.

It provides the opportunity to become a trusted advisor to affluent families while leveraging one of the industry’s strongest investment platforms, planning resources, and collaborative support teams.

Rather than spending your time prospecting or selling products, you’ll focus on what most financial professionals enjoy most—building meaningful relationships, delivering sophisticated financial advice, and helping clients achieve lasting financial confidence.

For advisors seeking a collaborative culture, long-term career growth, and the opportunity to work with complex client relationships, this represents an outstanding next step.

Our client offers an exceptional total rewards package, including: