W3Global
Overview
Experienced Financial Advisor. Are you a seasoned advisor ready to scale excellence while preserving a boutique client experience? We’re seeking a proven wealth management professional with 8-10+ years of experience, strong client relationships, and a track record of fiduciary-level service. This role offers the opportunity to join an established team, manage high-net-worth clients ($1M+ average relationships), and help build a long-term practice with partnership potential. Responsibilities
Manage high-net-worth client relationships with an average of $1M+ in assets per client Provide fiduciary-level financial planning and comprehensive portfolio management Develop and grow client relationships through strong relationship-building and a proactive growth mindset Qualifications
8-10+ years as a practicing advisor $25M+ portable AUM Client base averaging $1M+ in assets Proven track record of comprehensive planning & portfolio management Strong relationship-building and growth mindset What We Offer
Fee-sharing model with higher payouts than large firms All overhead covered so you can focus on clients 25+ days off, full benefits, 401(k) matching Growth-based compensation tied to team and individual success Family-first culture, early Friday closings, and professional development support Location
Rockwall, TX
#J-18808-Ljbffr
Experienced Financial Advisor. Are you a seasoned advisor ready to scale excellence while preserving a boutique client experience? We’re seeking a proven wealth management professional with 8-10+ years of experience, strong client relationships, and a track record of fiduciary-level service. This role offers the opportunity to join an established team, manage high-net-worth clients ($1M+ average relationships), and help build a long-term practice with partnership potential. Responsibilities
Manage high-net-worth client relationships with an average of $1M+ in assets per client Provide fiduciary-level financial planning and comprehensive portfolio management Develop and grow client relationships through strong relationship-building and a proactive growth mindset Qualifications
8-10+ years as a practicing advisor $25M+ portable AUM Client base averaging $1M+ in assets Proven track record of comprehensive planning & portfolio management Strong relationship-building and growth mindset What We Offer
Fee-sharing model with higher payouts than large firms All overhead covered so you can focus on clients 25+ days off, full benefits, 401(k) matching Growth-based compensation tied to team and individual success Family-first culture, early Friday closings, and professional development support Location
Rockwall, TX
#J-18808-Ljbffr