Wealth Advisor

Are you a high performer in the family office or wealth management space, looking for more than just a job? Do you thrive in a fast‑paced, client‑focused environment where your expertise and leadership truly make an impact? Versant Capital Management, we’re working to redefine what it means to help deliver exceptional financial guidance, and we’re looking for talented professionals who want to be part of something bigger.

Versant is a multi‑family office serving high‑net‑worth individuals and multi‑generational families with a holistic approach. Our services go beyond wealth management and investment portfolio management—we integrate tax planning, estate and legacy planning, liquidity and exit planning, retirement planning, family governance and education, risk management, lifestyle/household concierge services, and more.

As a Wealth Advisor, you’ll serve as a relationship manager, working closely with Senior Wealth Advisors, to deliver high‑touch service and comprehensive, thoughtful financial guidance to our client families.

• Develop and manage multi‑generational client relationships with ongoing, proactive communication
• Coordinate and be accountable for family office and wealth management service offerings
• Collaborate with each client’s team of external professionals, including attorneys and CPAs
• Meet with clients and prospects, often alongside attorneys, CPAs, or additional advisors, to gather information and support planning
• Develop comprehensive financial plans with alternatives and recommendations, and prepare them for client delivery
• Provide ongoing planning updates, portfolio reviews, goals‑based discussions, and evaluate new opportunities
• Support the development of client‑facing staff
• Contribute intellectually to firm processes and planning frameworks
• Use and optimize technology platforms involved in executing responsibilities

We’re seeking a relationship‑driven advisor with strong technical and financial judgment, exceptional communication skills, and a leadership mindset.

• Five years of family office or wealth management experience advising HNW and UHNW multi‑generational families
• CFA, CFP, CPA, or MBA designation (required)
• Series 65 or 66
• Proficiency in e‑Money, Black Diamond, Microsoft Word, Excel, PowerPoint, Outlook, Junxure or other CRM systems, and portfolio accounting/trading platforms
• Wealth management and financial planning judgment and experience
• Excellent communication and listening skills
• A strong client‑first mindset with exceptional relationship‑building capabilities
• Ability to be successful in a boutique, entrepreneurial environment

We’re not just another wealth management firm. We’re building something extraordinary, and we invest in our people like we invest in our clients.

Culture of Excellence – Work alongside top‑tier professionals who challenge and support you.

Clear Career Path – We recognize and reward talent, offering meaningful growth opportunities.

Work‑Life Balance – We believe in flexibility and a healthy, balanced career that supports personal and professional success.

National Reach, Boutique Feel – With offices in Dallas and Phoenix, we offer the best of both worlds—big opportunities with a close‑knit, collaborative team.

We know the best talent deserves competitive compensation and meaningful perks. Here’s what we offer:

• Competitive salary based on experience, skills, and credentials
• Discretionary bonuses, incentive compensation, and potential equity opportunities
• Paid holidays
• Hybrid work (in‑office, remote, and while traveling)
• Paid health, dental, and vision insurance
• Short‑ and long‑term disability insurance
• Paid parental leave
• 401(k) and profit sharing
• Tuition reimbursement for professional accreditations/certifications and continuing education
• Matching gift charitable donation program
• Team retreats, professional development events, and firm‑sponsored outings
• Developmental assistance and leveraging of networks to join nonprofit and other outside boards

If you’re looking for a firm that values your expertise, fosters your growth, and challenges you to be your best, Versant Capital Management is the place for you.

We know that top talent comes in many forms. If you don’t check every box but believe you have the skills, education, experience, and mindset to excel in this role, we encourage you to apply.

Mid‑Senior level

Full‑time

Finance and Sales

Investment Management