Wealth Advisor – Growth & High-Net-Worth Clients

GDS Wealth Management; Town of Texas (WI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Matching 401k contributions

Job summary

GDS Wealth Management is seeking a Financial Advisor to build new client relationships and provide advisory services to a select group of clients. You will lead financial planning for small to midsize clients and help expand the firm's presence in North Texas and beyond.

This role requires three to five years in financial planning or investment advisory, a Series 65/66, and a Bachelor's degree or higher. CFP® is preferred; full-time on-site work is mandatory, with a focus on client service and

Qualifications

• Bachelor's degree or higher is strongly preferred.
• CFP designation preferred.
• Active Series 65 or 66.
• Three to five years of financial planning/investment advisory experience with high-net-worth clients.

Responsibilities

• Follow up on firm-generated leads and strive to meet or exceed targets.
• Deliver financial planning to the client base and assist the principal advisor.
• Attend meetings, training, and ongoing education requirements.
• Continuously expand knowledge and stay updated on industry trends.
• Build and maintain relationships with internal and external parties.
• Dress in business-professional attire.
• Perform other duties and responsibilities as assigned.

Skills

Relationship management

Communication

Presentation skills

Self-motivation

Sales focus

Education

Bachelor's degree or higher

CFP preferred

Job description

GDS Wealth Management is seeking a Financial Advisor to build new client relationships and provide advisory services to a select group of clients. You will lead financial planning for small to midsize clients and help expand the firm's presence in North Texas and beyond.

This role requires three to five years in financial planning or investment advisory, a Series 65/66, and a Bachelor's degree or higher. CFP® is preferred; full-time on-site work is mandatory, with a focus on client service and