Senior Wealth Advisor - Estate, Tax & Investment Planning

Posted 10 days ago

empirical financial servicesFort Worth (TX)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

A leading financial advisory firm in Fort Worth is seeking experienced Financial Advisors to provide high-level service to clients with substantial investment needs. Responsibilities include onboarding clients and driving new business in a collaborative environment. Candidates must have a four-year degree and CFP designation, coupled with 7+ years in financial planning. This role offers competitive pay with significant income potential through revenue sharing and comprehensive benefits. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.