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Wealth Management Advisor
Wealth Management AdvisorSage Search Partners • Arlington, TX, US
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Wealth Management Advisor

Wealth Management Advisor

Sage Search Partners • Arlington, TX, US
19 hours ago
Job type
  • Full-time
Job description

SAGE search partners has been engaged by a growing RIA who are expanding operations into the Dallas area. They are helmed by an MD who was named Forbes "Best-in-State Wealth Advisors" for multiple years running. Their expansion is due to high demand and overall exceptional success in the years since they were founded.

Compensation and Titles

  • Associate Advisor - 0-5 years experience - $80-150k a year
  • Lead Advisor

3-10 years experience - around $200k + / - a year

  • Senior Advisor

    • 7+ years experience - around $400k + / - a year

    Benefits and Intangibles

  • Free Lead Generation - ~90 a month
  • Unique compensation plan options for more conservative play or higher risk / higher reward depending on what individual preferences
  • Very collaborative culture with teacher / leader mentality in leadership that wants to help you succeed

    • Responsibilities

  • Assist new and existing clients in all aspects of wealth advisory and financial planning
  • Assist in long term planning for estates and individuals
  • Lead the client relationship and ensure white glove service

    • Qualifications

  • Bachelor's Degree Required

    • Employment Details

  • Seniority Level : Mid-Senior level
  • Employment Type : Full-time
  • Job Function : Finance

    • Benefits

  • Vision insurance
  • Medical insurance
  • 401(k)

    • Referrals increase your chances of interviewing at Sage Search Partners by 2x

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    Wealth Advisor • Arlington, TX, US