Financial Advisor

Company Description

At DFW Wealth Strategies, we partner with financial professionals to build successful and independent practices tailored to their vision. Backed by the expertise of Guardian Life, Park Avenue Securities, and Living Balance Sheet, we offer trusted products, reliable tools, and a dedicated team committed to your growth. Our firm operates as a partnership—designed by advisors, for advisors—ensuring full control and empowering you to thrive with confidence. Based in Southlake, TX, we provide competitive compensation, comprehensive benefits, and innovative resources to support your professional success. Join a firm that is deeply invested in your goals and long-term achievements.

Role Description

This is a full-time hybrid position located in Southlake, TX, with the flexibility to work remotely part-time. As a Financial Advisor, you will provide customized financial planning, retirement strategies, and investment solutions tailored to clients’ unique goals and circumstances. Daily responsibilities include meeting with clients, offering financial advisory services, conducting in-depth financial analysis, and maintaining strong client relationships to support their long-term financial well-being. Additional tasks include staying informed on market trends and assisting clients in selecting appropriate financial products to meet their needs.

Qualifications

• Strong understanding of Financial Planning and Retirement Planning concepts
• Knowledge and expertise in Finance and Investments
• Experience providing Financial Advisory services and working with clients to achieve their financial goals
• Exceptional interpersonal and communication skills to build lasting client relationships
• Problem-solving abilities, analytical thinking, and attention to detail
• Bachelor's degree in Finance, Economics, Business, or a related field
• Relevant certifications (e.g., CFP, CFA, or equivalent) preferred
• L&H, Series 6/63, 65, 7/66 preferred