Senior Financial Advisor
Fute
Overview We are a fast-growing, client-focused wealth management firm seeking a seasoned Senior Financial Advisor to help scale our high-touch service model. This role is ideal for a fiduciary-minded professional with 8–10+ years of experience , a portable AUM of $25M+ , and a proven ability to deliver strategic, personalised advice to high-net-worth individuals ( $1M+ investable assets). As we grow, we’re committed to maintaining the boutique-level service that defines us. You’ll play a key role in both managing existing relationships and absorbing new clients from our active referral pipeline. We operate under the Entrepreneurial Operating System (EOS) , offering structure, accountability, and collaborative growth across our wealth, tax, and insurance divisions. What We Offer Base salary + transparent fee-sharing Full benefits, 25+ days off, and a family-first culture Technology-forward infrastructure (Advyzon pending) Clear path to Practice Leader What We’re Looking For Fiduciary experience with high-net-worth clients Strategic thinker who thrives in process-driven environments Passionate about client relationships and team success This is not a maintenance role — it’s an opportunity to build something enduring. Next Steps: Submit your resume with AUM details, client demographics, and examples of team-focused growth initiatives. #J-18808-Ljbffr Fute
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor in Rockwall, TX vacancy
- A leading wealth management firm in Texas seeks a seasoned Senior Financial Advisor to enhance its high-touch client service. This role demands 8-10+ years of experience and a portable AUM of $25M+. The ideal candidate will thrive on building strong client relationships...Senior
- Republic Finance in Texas seeks a Sr. Consumer Loan Specialist to originate consumer loans, build strong customer relationships, and meet sales goals. You will support branch operations and model a positive, professional demeanor in daily interactions. The role requires...Senior
- ...for the team, bringing a professional demeanor and excellent communication skills. The position offers competitive pay, a strong benefits package, and opportunities for growth within a growing financial services company that rewards #J-18808-Ljbffr Republic Finance, LLCSenior
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Heath, Kaufman County, TX2 days ago- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Rowlett, TX PNC is an in-office company that fosters a supportive...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Rowlett, TX20 hours ago - ...Job Description Venteon Finance is currently seeking a SENIOR FP&A ANALYST to support the CFO of a rapidly growing client.... ...A experience in a multi-site / location environment ~ Strong Financial Modelling capabilities and experience supporting operations finance...Senior
Venteon
Garland, TX1 day ago $61k - $250k
Northwestern Mutual in Rockwall, Texas, is seeking a motivated individual to become a financial advisor. The role involves building a client base, creating personalized financial plans, and helping clients achieve their financial goals. You will receive comprehensive training...- A local insurance agency in Rowlett, TX is seeking a Financial Services Representative to market financial products and educate customers on insurance options. This full-time position offers a competitive salary with commission and benefits including paid time off and profit...Full timeLocal areaFlexible hours
- Travis Barton - State Farm Agent is seeking a Financial Services Representative to educate customers on insurance and financial options, while supporting sales goals. You will develop leads, schedule appointments, and work with the agent to meet marketing targets in a customer...Work at office
- ...relationships, planning, and growth instead of being your clients’ advisor, portfolio manager, and trader all at once. If that sounds... ...the stocks, this probably isn’t your seat. Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid...Full timeWork at officeLocal area
Lifetime Wealth Management, P.C.
Rockwall, TX1 day ago $61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- First Community Bancshares, Inc. in Forney, TX is seeking a front-line Teller who will handle cash transactions and deliver high-quality customer service in a busy retail banking environment. The role requires attention to detail, ability to promote bank products, and flexibility...SeniorWeekend workAfternoon shift
- A fraternal financial services organization is seeking an Administrative Assistant to provide financial guidance and develop tailored financial plans that help members succeed in their financial goals. The ideal candidate should possess strong leadership, integrity, and...
$141k - $205k
...frameworks.Direct monthly finance reviews of financial trends, synthesizing complex data into... ...team members and serving as a trusted advisor.Minimum qualifications:Bachelor's degree... ...and support internal operations. As a Senior Financial Analyst in Technical Infrastructure...SeniorGoogle
Sunnyvale, TX10 hours ago$141k - $205k
...Engineering, and the FP&A Hub to solve complex financial challenges, bringing a unique cross-... ...stakeholders, acting as an objective advisor in high-pressure environments.Strong skills... ....The Allocations Transformation Senior Analyst sits at the center of Alphabet’s...SeniorGoogle
Sunnyvale, TX4 days ago- ...Financial representative Contract type: Full-time Location: Rockwall Industry: Financial Services Date published: 10-06-2026 About the role Our financial representatives at Modern Woodmen...Full timeContract workLocal area
Modern Woodmen
Rockwall, TX2 days ago $97k - $192k
...insurance The Smith Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the... ...as a leader. Meghann Moon: Role: FIC – Investment Advisor Representative, Sr. Advisor. Background: Previously in Hospitality...Work at officeLocal areaWork from homeFlexible hoursSmith Region - Modern Woodmen of America
Fate, TX3 days ago- SPR Packaging in Rockwall, TX seeks an Experienced Cost Accountant to ensure the accuracy of cost and inventory accounting records. The role covers standard costing, job costing, profitability analysis, and related reporting, while supporting journal entries, reconciliations...Senior
- ICONMA is seeking a Phlebotomist II for the Rockwall, TX location. The role involves drawing quality blood samples, preparing specimens for lab testing, and maintaining accurate records while ensuring patient confidentiality. The candidate will explain procedures to patients...Senior
- Driftwood Hospitality Management seeks an experienced Convention Services/Events Manager to coordinate company-wide events, from pre-event planning to post-event execution. You will work with sales, catering and hotel departments to maximize revenue while delivering a superior...Senior
- Flytrex is seeking an experienced, hands-on Assembly & Manufacturing Manager to lead our manufacturing and assembly operations in Pilot Point, TX. You will oversee production, testing, conformity, and manufacturing quality for the Flytrex UAS, while developing the team,...Senior
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives... ...a full-time Financial Representative or Advisor role upon graduation.QualificationsAre... ...?Full-time student; juniors and seniors preferredEntrepreneurial ambitions and curiosity...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Rockwall, TX1 day ago- Behavioral Innovations is seeking a Sr. Director of Clinical Services (BCBA) in Rockwall, TX. The role leads clinical strategy across ABA programs, guiding center teams to deliver high-quality therapy in our state-of-the-art centers. We value BCBA-certified leaders with...Senior
- Behavioral Innovations in Rockwall, TX seeks a Sr. Director of Clinical Services (BCBA) to lead clinical operations across centers. With 25 years of experience, our company delivers ABA therapy and cares for children with autism. The role requires BCBA certification, strong...Senior
- OneDigital Investment Advisors LLC is seeking a Senior HR Business Partner to translate client missions and values into actionable HR strategies and programs that drive business objectives. You will define and operationalize HR strategies for clients, ensuring high-quality...Senior
- RK&K is seeking a Senior Project Engineer crucial for planning, design, and delivery of Transportation Projects. Collaborating with experienced engineers, you'll work on various delivery types. Fully remote candidates are welcomed, although a hybrid work setup in Fairfax...SeniorRemote job
$141k - $205k
Deliver financial analysis and modeling to evaluate the net present value (NPV), total cost... ...and control processes. You'll provide senior level management with insightful recommendations... ...is an important partner and advisor to the business.Individual pay is determined...SeniorGoogle
Sunnyvale, TX1 day ago- Lime Media Group, Inc. is seeking a skilled 3D Producer to create and render high-quality visualizations for client projects. You will transform concepts into realistic assets, manage timelines, and ensure renders meet project requirements and deadlines. You’ll collaborate...Senior
- Baldwin Group Colleague, Inc. in Rockwall, Texas, is seeking an experienced insurance claim professional. This role is responsible for processing claims, responding to inquiries, and supporting the claims management program. Candidates should possess strong knowledge of...Senior
- Broadmoor Medical Lodge is seeking a motivated Registered Nurse to join our caregiving team on site in Texas. You will work under the guidance of an amazing DON and clinical staff, collaborating with physicians and the Medical Director on resident care plans. Candidates...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor. Be the first to apply!
Related searches
- financial counselor Rockwall, TX
- associate corporate finance Rockwall, TX
- financial advisor associate Rockwall, TX
- financial consultant Rockwall, TX
- estate planning consultant Rockwall, TX
- financial planning administrator Rockwall, TX
- finance associate Rockwall, TX
- financial advisor Rockwall, TX
- wealth advisor Rockwall, TX
- financial planning associate Rockwall, TX