Wealth Management Advisor

The KXN; Dallas (TX); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Paid holidays

Revenue sharing

Job summary

The KXN is seeking a Vice President, Wealth Advisor to join our Dallas team. You will serve as the lead advisor for affluent clients, delivering comprehensive planning across retirement, investments, tax, and estate strategies in a fiduciary capacity.

Expect collaborative support from planning, investment, tax, and client service teams, with a focus on high-touch service, relationship growth, and multi-generational planning for high-net-worth families in a fee-only RIA environment.

Qualifications

• Proven ability to manage high-net-worth relationships
• Expertise in comprehensive wealth planning incl. retirement, estate, tax strategies
• Strong communication and client service skills

Responsibilities

• Lead advisor for affluent clients with fiduciary responsibility
• Deliver comprehensive wealth management advice and planning
• Convert referrals into long-term relationships and oversee implementations
• Coordinate with planning, investment, tax, and service teams for a high-touch experience
• Grow revenue through expanded planning engagements and client referrals
• Maintain multi-generational planning and complex client relationships

Skills

Relationship management

Financial planning

Client service

Communication

Business development

Education

CFP certification

Bachelor's degree

Job description

We are partnering with a nationally recognized, fee-only Registered Investment Advisor (RIA) seeking a Vice President, Wealth Advisor to join its growing Dallas team. This is an opportunity to work within an established wealth management platform that provides a steady flow of qualified prospective clients through organic lead generation channels and referral relationships with major custodial partners. The ideal candidate is a seasoned advisor who enjoys comprehensive financial planning, relationship management, and helping high-net-worth families navigate complex financial decisions.

What You'll Do:

• Serve as the lead advisor for affluent and high-net-worth clients.
• Deliver comprehensive wealth management advice, including retirement, investment, tax, estate, and legacy planning strategies.
• Convert qualified referrals into long-term client relationships.
• Conduct discovery meetings, present planning recommendations, and oversee implementation.
• Partner with internal planning, investment, tax, and client service professionals to provide a high-touch client experience.
• Deepen existing client relationships and identify opportunities to expand planning engagements.
• Serve as a trusted fiduciary and long-term advisor to clients and their families.

What Makes This Opportunity Unique:

• Established referral and lead-generation ecosystem through strategic custodial relationships.
• No cold calling or building a book from scratch.
• Planning-first, fiduciary advice model.
• Fee-only RIA environment.
• Dedicated support from financial planning, investment management, and client service teams.
• Strong brand presence and market recognition in Dallas.
• Collaborative culture focused on client outcomes and advisor growth.
• Opportunity to participate in revenue sharing and long-term career growth.

Qualifications:

• CFP certification required.
• 5+ years of wealth management or financial advisory experience.
• Demonstrated success working with affluent and high-net-worth clients.
• Strong expertise in comprehensive financial planning.
• Excellent relationship management and business development skills.
• Ability to communicate sophisticated planning concepts in a clear and actionable manner.
• Experience managing complex client relationships and multi-generational planning needs.
• Bachelor's degree required.
• Competitive W-2 compensation structure.
• Revenue-sharing opportunity.
• 401(k) with employer contributions.
• Generous paid time off and paid holidays.
• Ongoing professional development and continuing education support.
• Access to a sophisticated planning, investment, and operational platform.

About the Firm

Our client is a large, nationally recognized independent RIA with a planning-led philosophy and a fiduciary commitment to clients. Advisors work alongside CFP professionals, investment specialists, tax and estate planning resources, and dedicated client service teams to deliver comprehensive wealth management solutions. The firm manages tens of billions in client assets and continues to experience significant growth nationwide.

A Note to Applicants

This is not an automated application process. Every resume is reviewed by a member of our recruiting team. Qualified candidates can expect direct communication and the opportunity to have a confidential conversation about their experience, career goals, and interest in the role. We believe exceptional advisors deserve a thoughtful, human-centered hiring process.