Senior Wealth Advisor & Financial Planner (CFP, 5+ yrs)

Paycom

Richardson (TX)

On-site

USD 120,000 - 140,000

Full time

14 days+

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Benefits offered by this job

Base salary + quarterly bonus

Comprehensive benefits package

Professional development opportunities

Job summary

Generational Group, a leading wealth management firm based in the Dallas area, is seeking a Wealth Advisor/Financial Planner. This client-facing role partners with business owners to manage and grow assets, reports to the Director of Financial Planning, and thrives in a fast-paced team setting with attractive bonus potential.

The ideal candidate holds a CFP designation, 5+ years of leadership in financial planning, and is proficient with planning software and CRM tools.

Qualifications

CFP credential and Series 65 license required.
5+ years in wealth management with client-facing responsibilities.
Bachelor’s degree in business, finance, accounting, or related field.
Proven ability to develop long-term client relationships and grow assets.

Responsibilities

Manage all aspects of the client-advisor relationship, including ongoing portfolio reviews, coordinating new investment strategies, and ensuring client requests are fulfilled in a timely manner.
Develop long-term client relationships to capture future assets under management.
Lead and attend in-person and web-based client meetings (Zoom/Teams).
Monitor client accounts and records to ensure accuracy.
Lead the financial planning process, including preparing and delivering reports and implementing recommendations.
Coordinate with attorneys, tax professionals, and M&A advisors; support business development activities.