Associate Wealth Advisor

Description

We are looking for an Associate Wealth Advisor to join a boutique wealth management firm in Fort Worth, Texas. In this role, you will collaborate closely with senior leadership to support sophisticated financial planning needs for professionals, families, and institutional clients. This opportunity is ideal for someone who wants meaningful client exposure, hands-on planning experience, and a long-term path toward increased leadership and ownership responsibility.

My Fort Worth Client is seeking an Associate Wealth Advisor.

This is a boutique Fort Worth Firm looking for someone who WANTS to grow and put them on a track to partnership

Associate Wealth Advisor — Fort Worth, TX (76104)

A private wealth management firm serving high-performing professionals, families, and institutions.

This isn't a seat you sit in for a decade. You'll work shoulder-to-shoulder with a senior advisor on real client work from day one — research, deliverables, planning — on a genuine track to partner. We want someone here to build something.

You bring:

• CFP (Preferred) with 3+ years of practice experience

• A track record creating retirement plans, implementing risk mitigation strategies, and managing long-term relationships for mass affluent and high net-worth families

• Hunger, presence, and a habit of outperforming

• On site - Fort Worth, TX 76104. Work from home a couple days a month is okay!

Competitive base, incentives, 401(k) match, health insurance, PTO

Interested candidates should send over an updated resume for confidential consideration.

Joe.Faradie at roberthalf com

Requirements • At least 3 years of experience in wealth management, private wealth advising, or financial planning.

• Demonstrated ability to build retirement plans and recommend strategies that address financial risk and long-term wealth objectives.

• Experience supporting or managing relationships with mass affluent and high-net-worth individuals or families.

• Strong understanding of wealth management principles, including investment planning, financial planning, and client service delivery.

• Detail-oriented communication style with the ability to communicate clearly and confidently with clients and internal stakeholders.

• Self-motivated approach with a strong desire to grow within a boutique advisory environment.

• Ability to work on site in Fort Worth, Texas.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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