Financial Advisor

Job overview

The Financial Advisor works onsite in Flower Mound, Texas. Compensation is described as a competitive base salary plus performance incentives; numeric compensation is not specified. The role supports GDS Wealth Management’s financial planning and client service work. The advisor delivers financial planning, follows up on firm-generated leads as an opportunity, and builds relationships with clients and other parties. The role contributes to the firm’s growth while helping clients pursue financial goals through planning and personal service.

What you'll do

• Deliver financial planning to clients
• follow up on firm-generated leads as an opportunity
• assist the principal financial advisor as needed
• participate in meetings, training, and continuing education
• build and maintain internal and external relationships
• contribute to firm expansion
• pursue ongoing training and professional development.

What we're looking for

Skills & competencies

financial advisor

flower mound tx

gds wealth management

financial planning

investment advisory

client relationships

series 65

series 66

firm-generated leads

performance incentives

health insurance

401(k) matching

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance
• 401(k) with matching contributions
• ongoing training, mentorship, and professional development.

Why this role

Firm-generated leads; ongoing training, mentorship, and professional development; active Series 65 or 66 license required; CFP designation preferred.

About the employer

ONE WAY HOLDINGS LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.