Opportunity Fast growing, award winning, high-end boutique Financial Advisory Firm is seeking a career oriented, goal driven individual to join our exceptional and highly positive team. You will work closely with our President and receive valuable training and professional development from one of the best. Our Brand We are a Premier Wealth Management Firm located in Fort Worth, TX managing approximately 450 million in assets. We consistently rank in the top 5 out of 1,200 advisors, with 4 years as #1. We are committed to delivering exceptional, personal service to our clients. Financial Advisor Benefits: Health insurance Paid time off 401(k) 401(k) matching Relocation assistance Professional development assistance Responsibilities: Prepare for quarterly and annual reviews, including account research and portfolio recommendations Actively participate in client meetings, demonstrating strong note-taking abilities and proactive follow-up communication Assist with scheduling and communications Facilitate the opening of new accounts, ensuring applications and compliance requirements are fulfilled Conduct annual client meetings Utilize eMoney software to gather data and craft presentations for clients Make prospect calls and maintain organized prospect pipelines Assist with monthly dinner events. Financial Advisor Requirements: CFP (preferred) or working towards Series 7 & 66 required Minimum 2 years of financial experience or education Proficient in Microsoft Office Prior eMoney experience a plus Job Type: Full-time Pay: From $75,000.00 per year Benefits: 401(k) 401(k) matching Health insurance Paid time off Professional development assistance Relocation assistance Compensation package: Bonus opportunities Weekly schedule: Monday to Friday Work setting: In-person Office Education: Associate (Preferred) License/Certification: Series 66 and Series 7 (Preferred) Ability to Relocate: Fort Worth, TX: Relocate with an employer provided relocation package (Preferred) Work Location: In person

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