Senior Financial Advisor

Fute; Rockwall (TX); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Base salary + transparent fee-sharing

Full benefits and 25+ days off

Technology-forward infrastructure

Clear path to Practice Leader

Job summary

A leading wealth management firm in Texas seeks a seasoned Senior Financial Advisor to enhance its high-touch client service. This role demands 8–10+ years of experience and a portable AUM of $25M+. The ideal candidate will thrive on building strong client relationships and contributing to team success. This position offers a competitive salary, comprehensive benefits, and a clear path to leadership within the firm.

Qualifications

• 8–10+ years of experience in wealth management.
• Proven ability to deliver strategic, personalized advice.
• Portable AUM of $25M+.

Responsibilities

• Manage existing relationships and absorb new clients.
• Deliver high-touch service to high-net-worth individuals.
• Deliver strategic, personalised advice across wealth, tax, and insurance divisions.

Skills

Fiduciary experience with high-net-worth clients

Strategic thinking in process-driven environments

Client relationship management

Strategic thinking

Job description

Overview

We are a fast-growing, client-focused wealth management firm seeking a seasoned Senior Financial Advisor to help scale our high-touch service model. This role is ideal for a fiduciary-minded professional with 8–10+ years of experience, a portable AUM of $25M+, and a proven ability to deliver strategic, personalised advice to high-net-worth individuals ($1M+ investable assets).

As we grow, we’re committed to maintaining the boutique-level service that defines us. You’ll play a key role in both managing existing relationships and absorbing new clients from our active referral pipeline. We operate under the Entrepreneurial Operating System (EOS), offering structure, accountability, and collaborative growth across our wealth, tax, and insurance divisions.

What We Offer

• Base salary + transparent fee-sharing
• Full benefits, 25+ days off, and a family-first culture
• Technology-forward infrastructure (Advyzon pending)
• Clear path to Practice Leader

What We’re Looking For

• Fiduciary experience with high-net-worth clients
• Strategic thinker who thrives in process-driven environments
• Passionate about client relationships and team success

This is not a maintenance role — it’s an opportunity to build something enduring.

Next Steps: Submit your resume with AUM details, client demographics, and examples of team-focused growth initiatives.