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Associate Wealth Advisor

Robert Half

We are looking for an Associate Wealth Advisor to join a boutique wealth management firm in Fort Worth, Texas. In this role, you will collaborate closely with senior leadership to support sophisticated financial planning needs for professionals, families, and institutional clients. This opportunity is ideal for someone who wants meaningful client exposure, hands-on planning experience, and a long-term path toward increased leadership and ownership responsibility.My Fort Worth Client is seeking an Associate Wealth Advisor.This is a boutique Fort Worth Firm looking for someone who WANTS to grow and put them on a track to partnershipAssociate Wealth Advisor — Fort Worth, TX (76104)A private wealth management firm serving high-performing professionals, families, and institutions.This isn't a seat you sit in for a decade. You'll work shoulder-to-shoulder with a senior advisor on real client work from day one — research, deliverables, planning — on a genuine track to partner. We want someone here to build something.You bring:CFP (Preferred) with 3+ years of practice experienceA track record creating retirement plans, implementing risk mitigation strategies, and managing long-term relationships for mass affluent and high net-worth familiesHunger, presence, and a habit of outperformingOn site - Fort Worth, TX 76104. Work from home a couple days a month is okay! Competitive base, incentives, 401(k) match, health insurance, PTOInterested candidates should send over an updated resume for confidential consideration.Joe.Faradie at roberthalf com

Vacancy posted 7 days ago
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