Associate Financial Advisor

I’m partnering with a well established, growing wealth management firm in the DFW area looking to add an Associate Financial Advisor to their team.

This is a unique opportunity to step into a client-facing role with an existing book of business, not a build-from-scratch position.

What makes this compelling:

• Transition into lead advisor responsibilities within the first year
• 75–100 client households transitioned over time
• Strong inbound growth (~30 new client relationships annually)
• Opportunity to bring your own clients (you retain ownership of those)
• Long-term equity/ownership potential for the right fit
• Collaborative, high-touch planning environment (not a sales-heavy model)

What you’ll be doing:

• Supporting financial planning and client strategy alongside senior advisors
• Sitting in on and quickly progressing to leading client meetings
• Managing relationships across a defined group of households
• Assisting with portfolio management and planning execution

Ideal background:

• 3+ years in wealth management / financial planning
• Active FINRA licenses (Series 7 + 66 or equivalent)
• Strong client-facing skills and desire to grow into a lead advisor role

If you’re currently in a support or associate role and looking for a clear path to running your own client relationships, this is worth a conversation.