Wealth Advisor; CFP - Remote/Hybrid, Client-First
Remote / Online - Candidates ideally in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-26
Dallas, Dallas County, Texas, 75215, USA
Listing for:
S+H Search
Full Time, Remote/Work from Home
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales, Wealth Management
Job Description & How to Apply Below
A wealth management firm is seeking a Certified Financial Planner (CFP) to join their team as a Wealth Advisor in Dallas, Texas. This role involves providing comprehensive financial planning and investment advice to high-net-worth clients, managing client relationships, and educating clients on financial strategies. Ideal candidates will be relationship-driven and hold required licenses. The firm operates in a flexible hybrid model and values a consultative approach over aggressive sales tactics.
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