Wealth Management Advisor

We’re partnering with an established professional services firm in the Dallas area to identify a Wealth Advisor to support and grow its investment advisory practice.

This is an opportunity to work with high-net-worth individuals, families, and business owners in a collaborative environment that integrates wealth management, investment advisory, and tax expertise.

The firm offers the sophistication of complex client engagements with the personalized culture of a close-knit team—where professional growth, long-term relationships, and work-life balance matter.

What You’ll Do

• Build and maintain trusted relationships with clients, providing ongoing investment advice and personalized service.
• Develop, implement, and monitor investment strategies aligned with client goals, risk tolerance, and liquidity needs.
• Collaborate with tax and accounting professionals to coordinate investment decisions with broader financial planning needs.
• Oversee client reviews, account onboarding, transfers, and ongoing custodial services.
• Support business development through referrals, professional relationships, and existing client networks.
• Maintain accurate documentation and adhere to fiduciary responsibilities and regulatory requirements.

We’re open to two potential backgrounds:

• Experienced Wealth Advisor: Approximately 8+ years of experience in a registered investment advisory (RIA) environment, with demonstrated success managing client relationships and investment portfolios.
• CPA with Investment Experience: A manager-level accounting professional with meaningful hands-on investment experience and the ability to integrate tax and accounting knowledge into wealth advisory services.

Additional qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• Experience with Fidelity Institutional or similar custodial platforms is highly desirable.
• CFP certification and/or Series 7 and Series 66 licenses preferred, as applicable to the role.
• Strong client communication, relationship management, and business development skills.

Interested in exploring a role where you can make a meaningful impact on clients and help grow a wealth advisory practice? Let’s connect for a confidential conversation.