Wealth Manager

Third Act Wealth Management, LLC; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Generous PTO

Revenue share

Support for continuing designations

Job summary

Third Act Wealth Management, LLC seeks an Associate Wealth Manager in Dallas to work daily with the founder. You will participate in client meetings, phone calls, and planning tasks to learn the pod model and future ownership opportunities.

You will develop client relationships, co-present comprehensive plans, and contribute to portfolio strategy while growing toward leading your own pod within 12–18 months.

Qualifications

• Bachelor's degree required.
• CFP designation required.
• Series 65 or 66 required; Series 7 preferred or willing to obtain.
• 2–4 years wealth management in a client-facing seat.
• Comfortable on the phone; strong client communication.
• Experience with eMoney and Holistiplan preferred; LPL experience is a plus.

Responsibilities

• Serve as a point of contact alongside the founder for high-net-worth relationships.
• Take portions of client meetings and move conversations toward ownership.
• Lead first calls with prospects and qualify for a meeting.
• Build trust through proactive communication and reliable follow‑through.

Skills

Genuinely comfortable on the phone

Wealth management experience

Education

Bachelor's degree

CFP® designation

Series 65

Series 66

Series 7

Tools

eMoney

Holistiplan

LPL platform

Job description

Third Act Wealth Management is a boutique wealth management firm in Dallas serving pre-retirees, retirees, and business owners. We're hiring an Associate Wealth Manager to work alongside our founder daily — in the meetings, on the calls, inside the planning work — and to learn what it takes to run a client pod here before stepping into one.

This is for the advisor who wants real upside out of a role. You'll spend your first stretch learning the business from the inside: how clients are won, how they're served, what actually holds a relationship together over a decade. Then you get the opportunity to run a pod of your own. For the right person, we see that step coming inside 12 to 18 months.

The team is small and deliberately chosen. Everyone here carries their own weight and raises the standard for the person next to them.

If you're two to four years in and you want mentorship from someone doing the work in front of you, this seat is built for that.

Client Relationship Leadership

• Serve as a point of contact alongside our founder for high-net-worth relationships
• Take portions of client meetings from the start, with a clear trajectory toward full ownership
• Take first calls with prospective clients and move qualified conversations into a meeting
• Build trust through proactive communication and follow-through that doesn't need chasing

Financial Planning & Strategy

• Build and co-present comprehensive plans across retirement income, tax, estate coordination, and investments
• Use eMoney for planning and client deliverables
• Use Holistiplan for tax return analysis and planning strategy
• Partner on portfolio strategy and implementation in Orion
• Explain a complicated strategy out loud, simply, to someone who is nervous about money

Growth & Business Development

• Work our lead channels
• Participate in, then lead, new client acquisition
• Build toward the client pod you'll eventually run

Execution & Collaboration

• Hold a high standard of client experience and operational execution
• Work closely with our internal team and with LPL
• Stay organized and responsive. Details matter here and we notice.

Qualifications

• Bachelor's degree (required)
• CFP® designation (required)
• Series 65 or 66 (required)
• Series 7 preferred, or willing to obtain
• 2–4 years of wealth management experience in a client-facing advisory seat — a role where you actually talked to clients, not just prepared for someone else's meetings
• Genuinely comfortable on the phone. This matters more here than it does most places.
• Experience with eMoney and Holistiplan preferred
• Experience on or alongside the LPL platform preferred

Who You Are

• Hungry. You want to build something of your own, and you're impatient about it in a healthy way.
• Humble. You'll say "I don't know" in a client meeting and then go find out. We check for this.
• Smart about people. You read a room and adjust. Trust comes quickly to you.
• Polished. You show up credible — on video, on the phone, across a conference table.
• Accountable. Nobody has to follow up on your follow-up.
• A future Lead Wealth Manager. You want to run your own pod, on a timeline measured in months rather than someday — and you want to earn it rather than be handed it.

What You Get Here

Three things compound in this seat.

Upside, and a seat to grow into. You learn the pod model from the inside, then step into running one. For the right person, we see that happening inside 12 to 18 months.

Mentorship, daily. You'll learn directly from our founder, who built this firm in 2023 and has been recognized as a Forbes Best-in-State Next-Gen Wealth Advisor (2025 and 2026), named to InvestmentNews 40 Under 40 (2024), and named a Five Star Wealth Manager (2023–2025). Coaching here is weekly and specific — about your actual calls and your actual meetings, not a quarterly performance review.

A players around you. The firm funds and runs its own marketing — seminars, webinars, SmartAsset, client introductions — so advisors spend their time in client conversations rather than hunting for them. Small team, high standard, no passengers.

Compensation and Benefits

• Competitive income based on experience, aligned to impact and growth
• New-asset bonuses and a revenue share tied to the pod you build.
• Firm support for continuing designations
• Health insurance
• Retirement plan
• Generous PTO

Forbes Best-in-State Next-Gen Wealth Advisors, 2025 and 2026. Award issued by Forbes and developed by SHOOK Research. Rankings are based on an algorithm of qualitative and quantitative criteria, including in-person and telephone due diligence interviews, and are not based on client experience or investment performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement. Not indicative of future performance.

InvestmentNews 40 Under 40, 2024. Award issued by InvestmentNews based on nomination and editorial selection criteria. Not based on client experience or investment performance. Not indicative of future performance.

Five Star Wealth Manager, 2023, 2024, and 2025. Award issued by Five Star Professional based on its published eligibility and evaluation criteria. Not based solely on client experience or investment performance, and not indicative of future performance. Working with the award recipient is no assurance of a particular result.