Wealth Advisor / Financial Planner

Generational Group; Richardson (TX); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Comprehensive benefits package

Base salary + quarterly bonus

Professional growth opportunities

Collaborative team culture

Job summary

Generational Group's Wealth Advisor / Financial Planner is a client-facing role for partnering with business owners to manage and grow their assets. Reporting to the Director of Financial Planning, this position suits a team-oriented, fast-paced environment with daily client interaction.

Preferred candidates hold CFP® and have 5+ years leading financial planning and investment recommendations. GWA serves a nationwide client base; occasional meetings outside regular hours are expected.

Qualifications

• Bachelor’s degree in business, finance, accounting, or related field.
• Current CERTIFIED FINANCIAL PLANNER (CFP®) designation.
• Series 65 license required or obtainable within agreed timeframe.
• 5+ years in wealth management with client-facing responsibilities.
• Experience with financial planning software (Right Capital, MoneyGuide Pro, eMoney, Holistiplan).
• Familiarity with Salesforce CRM.
• Knowledge of portfolio management and trading platforms (Tamarac, Schwab).
• Strong time management, multitasking, and deadline-driven work ethic.
• Excellent listening and proactive problem-solving skills.

Responsibilities

• Manage all aspects of the client-advisor relationship and portfolio reviews.
• Develop long-term client relationships to grow assets under management.
• Lead in-person and virtual client meetings (Zoom/Teams).
• Prepare financial reports and implement recommendations with the planning team.
• Collaborate with attorneys, tax professionals, and M&A advisors.
• Support business development and prospect meetings.

Skills

Client relationship management

CRM (Salesforce)

Multitasking & time management

Active listening

Education

Bachelor’s degree in business/finance

CFP® credential

Tools

Right Capital

MoneyGuide Pro

eMoney

Holistiplan

Riskalyze

Salesforce

Tamarac Trading

Tamarac Advisor View

Schwab Advisor Center

YCharts

Job description

About Generational Group

Generational Group is North America’s leading business transition firm, dedicated to helping business owners plan for and execute the successful sale of their company. With a team of more than 250 professionals and decades of combined M&A experience, we guide clients through every phase of the exit process — from strategic planning and business valuation to marketing, negotiation, and closing. Our mission is to maximize the value business owners receive for their life’s work while ensuring a smooth and successful transition. We are committed to building long-term relationships grounded in trust, integrity, and results. At Generational Group, our people are our greatest asset, and we foster a collaborative, high-performance culture where every team member plays a meaningful role in our clients’ success.

About Generational Wealth Advisors

GWA is a rapidly growing Registered Investment Advisor located in the Dallas suburb of Richardson. As a part of the Generational Group, GWA focuses primarily on working with business owners and their families both in preparation for a liquidity event and life thereafter. Clients include High Net Worth and Ultra High Net Worth individuals, Family Offices, and charitable organizations. GWA has been recognized by numerous organizations for its commitment to the highest level of service to its clients, including D Magazine Top Wealth Manager, USA Today Top 500 RIAs (2025), and Texas Monthly as a Five-Star Wealth Manager.

Position Overview

The Wealth Advisor / Financial Planner is a client-facing role for someone with a passion for partnering with business owners in managing and growing their assets. This position reports to the Director of Financial Planning and works well for a person who thrives in a team atmosphere and a fast-paced environment, with client interaction throughout most of the day. The preferred candidate has already obtained the CFP® credential, has more than 5 years of experience as a leader in creating and delivering financial plans and investment recommendations, and is comfortable developing client relationships to capture and retain assets under management. GWA works with a nationwide client base, so occasional meetings will need to be scheduled outside of normal business hours.

Key Responsibilities

Client Relationship Management

• Manage all aspects of the client-advisor relationship on behalf of GWA, 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 both in-person and web-based (Zoom/Teams) client meetings
• Monitor client accounts and review client records to ensure accuracy

Financial Planning & Advisory

• Lead the clients’ financial planning process, including preparing and delivering financial reports, implementing recommendations, and working with other members of the financial planning team
• Develop spreadsheets or models to evaluate financial planning topics and trade scenarios as needed

Cross-Functional & Business Development Support

• Coordinate with outside professionals related to client management, such as attorneys, tax professionals, and M&A advisors
• Work directly with the operations team to execute operational tasks and support higher-level operations-related projects
• Support business development efforts, which may include attending prospect meetings, preparing reports or information for prospects, and managing follow-up discussions with prospects
• Manage and complete multiple tasks in a timely manner; tasks are both recurring and ad hoc based on client needs

Investment & Portfolio Duties

• Participate in investment and/or portfolio committee activities as needed, including reviewing macroeconomic themes, contributing to asset allocation policy, and performing due diligence on model portfolios and investment strategies
• Place trades in alignment with firm investment and asset location philosophies

Qualifications

• Bachelor’s degree from an accredited university with study in business, finance, accounting, or a related field
• Current CERTIFIED FINANCIAL PLANNER (CFP®) designation
• Series 65 license required (or ability to obtain within an agreed-upon timeframe)
• 5+ years’ experience working in a wealth management-related position, including client-facing responsibilities
• Previous experience using financial planning software such as Right Capital, MoneyGuide Pro, eMoney, or Holistiplan; experience with Riskalyze or comparable risk-tolerance tools a plus
• Experience using a CRM system such as Salesforce
• Familiarity with portfolio management and trading platforms such as Tamarac Trading, Tamarac Advisor View, or Schwab Advisor Center, and investment research tools such as YCharts, a plus
• Excellent time management skills, with the ability to multitask and meet deadlines
• Active listening and observation skills, with proactive problem-solving abilities
• An understanding of general business principles, with the ability to review and organize financial documents

Why Generational Group

• Be part of a market-leading firm with a proven 30+ year track record of client success.
• Work alongside experienced finance and operations professionals in a collaborative environment.
• Base salary plus quarterly bonus structure, with first-year target compensation of $120,000–$140,000.
• Comprehensive benefits package.
• Opportunities for professional growth and career development.
• A culture built on integrity, excellence, and a genuine commitment to the clients and communities we serve.

Generational Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.