Associate Financial Advisor

Garry Executive Search has been retained by a well-established, fee-only wealth management firm in Dallas to recruit a Wealth Management Associate to support a growing advisory team.

They are currently seeking a motivated and talented Associate Financial Advisor to join their team. This is a fantastic opportunity for an early-career advisor looking to grow with a firm that prioritizes mentorship, client relationships, and professional development. You will work alongside senior advisors to deliver custom financial solutions, learning the nuances of wealth management while developing into a lead advisor role.

Key Responsibilities:

• Support senior advisors in managing client relationships by assisting in the development of comprehensive financial plans, including retirement planning, investment strategies, and estate planning.
• Participate in client meetings to gather data, provide updates, and implement financial strategies.
• Prepare and present financial planning reports that meet the unique needs of each client.
• Conduct research on market trends, investment products, and portfolio performance to ensure alignment with client goals.
• Collaborate with the advisory team on strategies related to asset allocation, tax planning, and risk management.
• Provide ongoing client support by handling inquiries, monitoring portfolios, and making adjustments based on financial objectives and market conditions.
• Ensure adherence to regulatory requirements and stay informed about financial planning best practices.

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field.
• 3-6 years of experience in financial services, wealth management, or financial planning.
• Progress toward, or completion of, CFP® designation preferred.
• Series 65 or 66
• Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro) and CRM systems.
• Excellent communication and interpersonal skills, with a passion for client service and relationship-building.
• Strong analytical skills and an ability to work independently and as part of a team.

What’s in it for You:

• Growth Opportunity: This role is designed with career progression in mind, offering you the potential to evolve into a lead financial advisor position.
• Mentorship & Collaboration: Work closely with senior advisors in a team-oriented environment that supports your development as a financial professional.
• Client Impact: Make a meaningful difference in clients’ financial lives by helping them navigate complex wealth management decisions.
• Competitive Compensation: Includes a competitive base salary, performance-based bonuses, comprehensive benefits, 401(k), and paid time off.

How to Apply:

If you are ready to take the next step in your financial advisory career and work for a client-focused, growth-oriented RIA firm, Garry Executive Search invites you to apply. Please submit your resume and cover letter via LinkedIn or email to mark@garryexecutivesearch.com.

Garry Executive Search is dedicated to providing exceptional recruiting services to wealth management firms. We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.