Financial Advisor

Job Description

Job Description

ABOUT GDS WEALTH MANAGEMENT

GDS Wealth Management invites you to join our dynamic team as a Financial Advisor as we continue to expand and empower clients in their pursuit of financial success. As a rapidly growing wealth management firm, we are passionate about guiding individuals toward their desired financial outcomes. By becoming a part of our motivated and target-driven team you will have a unique opportunity to shape the future prosperity of our thriving organization.

Join our team of professionals in the wealth management industry, renowned for our exceptional expertise and dedication. Glen Smith, our esteemed CEO and CIO, has been consistently honored as one of Forbes' Best-in-State Wealth Advisors* for eight consecutive years (2019-2026). This prestigious recognition highlights our commitment to excellence in delivering sophisticated financial planning solutions and unparalleled client service. At GDS Wealth Management, we strive to provide our clients with a sense of security and assurance as they pursue their financial goals.

Our mission: to give clients peace of mind by delivering sophisticated financial planning and an exceptional level of personal service.

THE OPPORTUNITY

We are looking for a Financial Advisor who wants to build something meaningful — not just manage a book. In this role, you will:

• Have the opportunity to follow up on firm-generated leads, creating a track record of sales accomplishments and consistently meeting or exceeding targets.
• Deliver financial planning to the client base and assist the firm’s principal financial advisor as needed.
• Participate in required meetings, training, and continuing education requirements.
• Work to build and maintain relationships with internal and external parties.
• Contribute actively to the firm's expansion across North Texas and beyond
• Embrace ongoing training, continuing education, and demonstrate genuine commitment to lifelong learning
• Perform other duties and responsibilities as assigned

Work Schedule: 

• This is an onsite, full-time position. Work schedule follows standard business hours with availability beyond core hours expected as client and/or firm needs dictate. 

WHAT WE’RE LOOKING FOR

• 3–5 years of financial planning and/or investment advisory experience, ideally with high-net-worth clients
• Active Series 65 or 66 license required
• Clean U-4 and U-5 history required
• CFP® designation preferred
• Bachelor’s degree or higher strongly preferred

Skills & Attributes

Who You Are

Self-directed and results-driven — you own your outcomes without waiting to be managed

Exceptional communicator who builds client confidence through clarity and consistency

Detail-oriented with strong organizational habits and disciplined follow-through

Resilient under pressure and motivated by challenge, not deterred by it

Genuine desire to serve clients and make a lasting impact on their financial lives

OUR CULTURE

We operate by five guiding behaviors that define how we work — with our clients, with each other, and with ourselves.

Develop

Grow professionally and inspire others to do the same.

Collaborate

Work with and through others to achieve outcomes that matter.

Decide

Make prompt, pragmatic choices with the client at the center.

Deliver

Take ownership and hold yourself accountable for results.

Improve

Contribute to the continuous evolution of the firm. Kaizen is not a buzzword here — it’s how we operate.

WHAT WE OFFER

Compensation

Competitive base salary plus performance incentives, scaled to experience and potential

Health Benefits

Health insurance and 401(k) with matching contributions

Work Culture

A collaborative, high-performance environment where your expertise is valued and recognized

Growth

Ongoing training, mentorship, and professional development — we invest heavily in the people we hire

Real opportunity to grow with a firm on an upward trajectory

Other

Access to firm-generated leads to accelerate your pipeline

WHO THRIVES HERE

Our best advisors are driven by something more than a paycheck. They take pride in their craft, hold themselves to a high standard, and bring a service-first mindset to every client relationship. They welcome feedback, bounce back from setbacks, and consistently go the extra mile — not because they’re asked to, but because that’s who they are.

If you are a fiduciary at heart — someone who does right by clients every time, without exception — we would love to hear from you.