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Wealth Advisor — Own Clients, Hybrid
Job in
Arlington, Tarrant County, Texas, 76000, USA
Listed on 2026-01-12
Listing for:
Sage Search Partners
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Insurance Sales -
Sales
Insurance Sales
Job Description & How to Apply Below
A wealth advisory firm in Fort Worth seeks a motivated Financial Advisor with over 1 year of experience. This role emphasizes client ownership without cold calling, offering growth with mentorship. The ideal candidate has a CFP or CFA, strong communication skills, and a desire for leadership. The position includes responsibilities such as account setup, client relations, and portfolio support, alongside benefits like medical insurance and a hybrid work schedule after initial training.
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