Wealth Advisor – High‑Net‑Worth Planning & Growth

GDS Wealth Management; Texas; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Bonus potential

Job summary

GDS Wealth Management in Texas is seeking a full-time Financial Advisor to establish new client relationships and deliver comprehensive advisory services. You will lead planning for small to mid-size clients and help expand the firm’s presence in North Texas and beyond, with ongoing training and performance-based rewards.

The role requires 3–5 years in financial planning, active Series 65/66, and a Bachelor's degree (CFP preferred). A client-focused, professional approach is essential.

Qualifications

• Bachelor's degree or higher required.
• 3–5 years of financial planning and/or investment advisory experience, especially with high-net-worth clients.
• Active Series 65 or 66.
• CFP certification preferred.
• Strong communication and relationship-management abilities.

Responsibilities

• Establish new client relationships and provide advisory services.
• Lead financial planning for small- to mid-sized clients.
• Deliver financial planning solutions and maintain client satisfaction.
• Participate in meetings, training, and industry education.
• Expand firm presence in North Texas and beyond.

Skills

Client relationship management

Financial planning

Sales targets

Communication skills

Presentation skills

Education

Bachelor's degree or higher

CFP certification preferred

Tools

Series 65/66

Job description

GDS Wealth Management in Texas is seeking a full-time Financial Advisor to establish new client relationships and deliver comprehensive advisory services. You will lead planning for small to mid-size clients and help expand the firm’s presence in North Texas and beyond, with ongoing training and performance-based rewards.

The role requires 3–5 years in financial planning, active Series 65/66, and a Bachelor's degree (CFP preferred). A client-focused, professional approach is essential.