Senior Wealth Advisor

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This range is provided by District Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$200,000.00/yr - $250,000.00/yr

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District Partners has been exclusively retained by a nationally recognized, rapidly growing wealth management platform that is expanding its Advisor Referral Channel across Texas.

This is a rare opportunity for experienced advisors, especially those currently working within custodial referral programs at other wealth management firms, to plug into an established ecosystem of qualified referrals, institutional partnerships, and built-in prospect flow. The firm offers top-tier planning, investment, and technology resources to support continued growth and client success.

Advisors in this channel are empowered to accelerate their business growth without starting from scratch. You will step into a high-volume referral environment, supported by a national brand, sophisticated planning teams, and a reputation for delivering holistic service to high-net-worth individuals, business owners, and multigenerational families.

What You’ll Do

• Serve as the primary advisor to high-net-worth clients, delivering fully integrated wealth management including investment strategy, financial planning, tax, estate, charitable giving, and risk management.
• Receive a steady pipeline of qualified introductions through institutional custodial relationships and referral partners—allowing you to focus on client engagement rather than prospecting.
• Build and deepen relationships through proactive outreach, discovery meetings, and ongoing strategic reviews.
• Partner with in-house planning, investment, and alternative investment specialists to deliver advanced client solutions.
• Utilize state-of-the-art tools (eMoney, Tamarac, CRM, portfolio management platforms) to drive efficiency, growth, and an exceptional client experience.
• Play an active role in market growth initiatives, collaborating with senior leadership to deepen referral partnerships across Texas.
• Participate in investment committee discussions to stay at the forefront of portfolio innovation and market insights.

What Sets This Platform Apart

• Warm, Qualified Lead Flow: Step into existing referral channels with immediate introductions to prospects who expect to engage.
• No Cold Calling: This is not a build-from-zero model. The infrastructure, reputation, and referral engine are already in place.
• Entrepreneurial Upside + Long-Term Equity Vision: Advisors are rewarded not only through production but through participation in the long-term enterprise value creation of the firm.
• Best-in-Class Client Support: Dedicated planning teams, investment strategists, trust & estate specialists, and marketing resources enable you to scale efficiently.
• Culture of Collaboration: High-performing advisors nationwide share strategies, resources, and best practices in a growth-minded environment.

What You'll Have

• 5+ years of advisory experience within an RIA, bank, trust company, or wirehouse environment.
• Demonstrated success managing high-net-worth relationships and driving asset growth.
• Strong financial planning expertise; CPA or CFA a plus.
• Entrepreneurial mindset with proven ability to convert referrals and retain long-term relationships.

Who Thrives Here

• Advisors currently in a custodial referral program, bank channel, or RIA who enjoy warm introductions and want to scale with a national platform.
• Growth-minded professionals who value autonomy and collaboration.
• Advisors tired of restrictive platforms or capped equity opportunity who want to build long-term enterprise value.
• Competitive base salary plus performance-based incentives.
• Equity participation opportunities for top performers.
• Comprehensive benefits package, including health, dental, vision and 401(k) with match.
• Technology, marketing, and planning support provided to accelerate growth from day one.
• Paid parental leave, industry-leading resources, and ongoing professional development.

Ready to Elevate Your Advisory Career in Texas?

If you are an experienced advisor seeking a platform that delivers warm lead flow, long-term equity opportunity, and the freedom to grow your practice with the backing of a national firm—this is the opportunity built for you.

Location: Open to all major markets in Texas (Dallas, Houston, Austin, San Antonio)