Wealth Advisor

Windward Recruiting; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Windward Recruiting seeks a Wealth Advisor to join a rapidly growing wealth management firm serving clients in the $1M+ range. This role blends financial planning, relationship management, and business development, with access to firm-generated leads and a clear path for long-term growth.

The ideal candidate is driven, coachable, and thrives in an environment built on accountability, continuous improvement, and results.

Qualifications

• Bachelor’s degree in business, finance, economics, or related field preferred.
• 3–5 years of experience in financial planning, investment advisory, or wealth management.
• FINRA licensing required (Series 65 or 7/66); CFP preferred or in progress.
• Experience working with high-net-worth clients.
• Strong communication and relationship-building skills.
• Highly motivated, self-directed, and performance-driven.
• Willingness to work in-office full-time in a team setting.

Responsibilities

• Establish and develop new client relationships through firm-generated leads.
• Deliver comprehensive financial planning and investment guidance to high-net-worth clients.
• Partner with senior advisors to support client strategy and ongoing relationship management.
• Participate in seminars and marketing initiatives to drive client acquisition.
• Collaborate with internal teams to ensure a seamless client experience from prospecting through onboarding.
• Maintain follow-up and communication to build trust and long-term relationships.
• Stay current on markets, planning strategies, and regulatory standards.
• Engage in ongoing training and professional development opportunities.

Skills

3–5 years of experience in financial

Strong communication

Relationship-building

Self-directed

Performance-driven

Education

Bachelor’s degree in business, finance, economics, or related field

Job description

We are seeking a Wealth Advisor to join a rapidly growing, high-performance wealth management firm supporting clients in the $1M+ range. This role blends financial planning, relationship management, and business development, with access to firm-generated leads and a clear path for long-term growth.

The ideal candidate is driven, coachable, and thrives in an environment built on accountability, continuous improvement, and results. This is a strong fit for someone early in their advisory career who wants mentorship, structure, and the opportunity to scale quickly within a growth-focused platform.

This position offers the opportunity to step into an active client pipeline, contribute to firm expansion, and develop into a high-producing advisor within a team-oriented environment.

DUTIES & RESPONSIBILITIES

• Establish and develop new client relationships through firm-generated leads, referral channels, and internal business development efforts.
• Deliver comprehensive financial planning and investment guidance to a defined client base, primarily within the high-net-worth segment.
• Partner with senior advisors and leadership to support client strategy, planning, and ongoing relationship management.
• Participate in seminars, educational events, and marketing initiatives designed to drive client acquisition and engagement.
• Collaborate with internal teams to ensure a seamless client experience from prospecting through onboarding and ongoing service.
• Maintain consistent follow-up and communication with prospects and clients, building trust and long-term relationships.
• Stay current on financial markets, planning strategies, and industry trends while adhering to firm and regulatory standards.
• Engage in ongoing training, mentorship, and professional development opportunities.

QUALIFICATIONS

• Bachelor’s degree in business, finance, economics, or related field preferred.
• 3–5 years of experience in financial planning, investment advisory, or wealth management.
• FINRA licensing required (Series 65 or 7/66); CFP preferred or in progress.
• Experience working with high-net-worth clients strongly preferred.
• Strong communication and relationship-building skills with the ability to engage clients confidently.
• Highly motivated, self-directed, and comfortable in a performance-driven environment.
• Strong organizational and time management skills with attention to detail.
• Willingness to work in-office full-time and actively engage in a collaborative team setting.

Compensation includes a base salary plus performance-based incentives tied to client acquisition, production, and growth. First-year total compensation ranges dependent upon experience, with significant upside in subsequent years based on performance.