Financial Advisor

$300,000 – $650,000 | Dallas–Fort Worth office or fully remote

Financial Advisor – Dallas–Fort Worth

DFW is one of the hottest wealth markets in America. Are you capturing your share?

Corporate headquarters keep relocating here. Business owners keep building here. And the advisors who serve them are reconsidering where they practice. Our client, a nationally recognized and rapidly expanding wealth management firm, is investing heavily in Dallas–Fort Worth and is moving fast on advisors with established, transferable books who want better economics and more control.

Key responsibilities:

• Serve as lead advisor to business owners, corporate executives, and affluent families across North Texas.
• Advise owners on business valuation, succession, exit planning, and post-sale wealth strategy, working with in-house specialists.
• Guide relocating executives through equity compensation, deferred comp elections, and multi-state tax questions.
• Manage client portfolios using the firm's open investment platform, including SMAs, alternatives, and tax-managed strategies.
• Lead a smooth transition of your existing book with the firm's dedicated team, in line with your agreements and the Broker Protocol where applicable.
• Grow through referrals, local business and civic networks, and firm-supported events.

The package:

• Your clients, your relationships, backed by a firm with national reach.
• A DFW office or fully remote work from any U.S. location.
• A dedicated team for repapering, account transfers, and compliance.
• Business-owner, tax, estate, and trust planning expertise in-house.
• Capacity to scale: hire support staff and grow your practice in Texas.

The numbers:

• A production-based payout with transparent economics.
• Transition economics sized to trailing-12 revenue and the quality and scale of your book, potentially including upfront and asset-based components.
• Individually negotiated terms.

Who we're looking for:

• Seven-plus years as a producing financial advisor, wealth manager, or private banker.
• Ideally $60M+ in AUM or $450K+ in trailing-12 revenue that can transition; all experienced advisors considered.
• Experience serving business owners and corporate executives.
• Series 7/66 (or 65) preferred; CFP®, ChFC®, CIMA®, or CPWA® valued.
• Clean U4 and a proven record of asset growth.

Ready to see what your book is really worth? Every discussion is confidential, and every deal is tailored to you. Not ready to move? Knowing your number is still worth a call.