Senior Financial Advisor: HNW Growth & Practice Leader

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.

Skills

Fiduciary experience with high-net-worth clients

Strategic thinking in process-driven environments

Client relationship management

Job description

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.