Managing Director - Financial Advisor

Job Summary & Introduction

A premier wealth management firm in the Dallas-Fort Worth area is selectively seeking experienced Financial Advisors who advise High Net Worth and Ultra High Net Worth clients. This opportunity offers the scale and brand recognition of an industry leader, coupled with the sophistication, autonomy, and culture of a true advisory partnership.

Advisors here gain access to institutional-level investment resources, a superior alternatives platform, and planning infrastructure that supports the most complex client needs, all within an environment built for collaboration, excellence, and long-term success.

Skills & Experience

• Proven experience advising High Net Worth or Ultra High Net Worth clients
• FINRA Series 7 and 66 (or equivalent) required
• Deep understanding of portfolio construction, wealth strategy, and estate or tax planning concepts
• Collaborative approach with a focus on delivering an exceptional client experience
• Entrepreneurial mindset with strong ethics and professional maturity
• Desire to align with a platform that values both growth and legacy through thoughtful succession planning

Detailed Job Description

Advisors joining this firm benefit from a platform designed for the industry's top talent, where elite advisors gain the freedom and resources to serve clients at the highest standard. The firm provides access to best-in-class alternatives, discretionary portfolio management, and dedicated planning teams to enhance every facet of the client relationship.

Each advisor is supported by a full back-office infrastructure, including dedicated CSAs, advanced planning professionals, investment strategists, portfolio managers and estate and trust planners, allowing you to spend your time where it matters most : with your clients.

Transition support is handled with precision and confidentiality, offering advisors a seamless process and a competitive structure that reflects the quality of their practice. Whether your focus is continued growth or long-term succession planning, this platform offers the flexibility and strength to meet your goals without compromise.

If interested, please apply or email [email protected] for a confidential conversation about this opportunity.