Wealth Management Advisor

S+H Search; United States; On-site; USD 100,000 - 200,000; Full time

Job summary

S+H Search in Dallas partners with an established professional services firm to identify a Wealth Advisor who will support and grow its investment advisory practice, serving high-net-worth individuals, families, and business owners.

The role blends wealth management, investment advisory, and tax expertise in a collaborative culture that values professional growth, long-term relationships, and work-life balance.

Qualifications

• 8+ years’ experience in an RIA environment with client relationship management.
• CFP certification and/or Series 7/66 preferred.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• Experience with Fidelity Institutional or similar custodial platforms.
• Strong client communication, relationship management and business development skills.

Responsibilities

• Build and maintain trusted relationships with clients, providing ongoing investment advice and personalized service.
• Develop, implement, and monitor investment strategies aligned with client goals, risk tolerance, and liquidity needs.
• Collaborate with tax and accounting professionals to coordinate investment decisions with broader financial planning needs.
• Oversee client reviews, account onboarding, transfers, and ongoing custodial services.
• Support business development through referrals, professional relationships, and existing client networks.
• Maintain accurate documentation and adhere to fiduciary responsibilities and regulatory requirements.

Skills

Client communication

Relationship management

Business development

Investment strategy

Regulatory compliance

Financial planning

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

CFP certification

Series 7 license

Series 66 license

Tools

Fidelity Institutional

Job description

We’re partnering with an established professional services firm in the Dallas area to identify a Wealth Advisor to support and grow its investment advisory practice.

This is an opportunity to work with high-net-worth individuals, families, and business owners in a collaborative environment that integrates wealth management, investment advisory, and tax expertise.

The firm offers the sophistication of complex client engagements with the personalized culture of a close-knit team - where professional growth, long-term relationships, and work-life balance matter.

What You’ll Do

• Build and maintain trusted relationships with clients, providing ongoing investment advice and personalized service.
• Develop, implement, and monitor investment strategies aligned with client goals, risk tolerance, and liquidity needs.
• Collaborate with tax and accounting professionals to coordinate investment decisions with broader financial planning needs.
• Oversee client reviews, account onboarding, transfers, and ongoing custodial services.
• Support business development through referrals, professional relationships, and existing client networks.
• Maintain accurate documentation and adhere to fiduciary responsibilities and regulatory requirements.

We’re open to two potential backgrounds:

• Experienced Wealth Advisor: Approximately 8+ years of experience in a registered investment advisory (RIA) environment, with demonstrated success managing client relationships and investment portfolios.
• CPA with Investment Experience: A manager-level accounting professional with meaningful hands-on investment experience and the ability to integrate tax and accounting knowledge into wealth advisory services.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• Experience with Fidelity Institutional or similar custodial platforms is highly desirable.
• CFP certification and/or Series 7 and Series 66 licenses preferred, as applicable to the role.
• Strong client communication, relationship management, and business development skills.