Wealth Management Relationship Advisor (Client Services)

Garry Executive Search; Flower Mound (TX); On-site; USD 65,000 - 125,000; Full time

Benefits offered by this job

Health insurance

401(k)

Performance-based bonus

Comprehensive benefits package

Job summary

Garry Executive Search is seeking a Wealth Management Advisor in Flower Mound, Texas. This role focuses on delivering exceptional client service as the primary relationship manager for an established book of clients. Ideal candidates will have 3 to 7+ years of wealth management or financial planning experience, strong relationship management skills, and necessary certifications. Compensation includes a base salary ranging from $65,000 to $125,000, plus performance-based bonuses and benefits in a collaborative, high-performance environment.

Qualifications

• 3 to 7+ years of experience in wealth management or financial planning.
• Experience working with high-net-worth clients preferred.
• Ability to manage a high volume of client relationships effectively.

Responsibilities

• Serve as the primary point of contact for approximately 200 to 250 client households.
• Deliver ongoing financial planning and advice across retirement, investment, tax, and estate considerations.
• Build and maintain strong, long-term client relationships.

Skills

Client-facing experience

Relationship management skills

Excellent communication skills

Organizational skills

Interpersonal skills

Education

CFP designation preferred

Series 65 or 66 required

Job description

Garry Executive Search is seeking a Wealth Management Advisor in Flower Mound, Texas. This role focuses on delivering exceptional client service as the primary relationship manager for an established book of clients. Ideal candidates will have 3 to 7+ years of wealth management or financial planning experience, strong relationship management skills, and necessary certifications. Compensation includes a base salary ranging from $65,000 to $125,000, plus performance-based bonuses and benefits in a collaborative, high-performance environment.