Senior Financial Advisor (Client Servicing)
$95,000–$105,000 year
On-siteFort Worth, Texas, United States
Job Summary
Conduct financial planning and investment review meetings for an existing client base while developing customized recommendations using financial planning software. Collaborate with senior advisors to deliver comprehensive planning solutions, present strategies to clients, and conduct case-specific research. Coordinate trading activities, maintain compliance documentation, and support client education initiatives including seminars and webinars. This role requires a fiduciary approach with 8 to 10 years of experience, a Bachelor's degree, and Series 65 or CFP® designation. Located in Fort Worth, TX, the position offers a Monday-Thursday 8:00 AM-5:00 PM schedule with a base salary of $95,000-$105,000 plus bonuses.
Required Qualifications
- 8 to 10 years of client-facing financial planning or overall wealth management experience
- Strong financial planning skills
- Series 65 required if CFP® designation is not held
- Life & Health Insurance License required
- Bachelor's degree required
- Strong knowledge of financial planning, investments, retirement planning, insurance, and wealth management strategies
- Excellent presentation, communication, and relationship-building skills
- Ability to explain complex financial concepts in a clear and engaging manner
- Strong organizational skills and attention to detail
- Commitment to fiduciary standards and putting clients first
- Location: Fort Worth, TX (In-Person)
Desired Qualifications
- CFP® designation preferred
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