Financial Advisor

Our Financial Advisors act as advocates for clients and are committed to continually enhance, enrich, and serve their community. They problem-solve for their clients, researching and proposing educated financial strategies which leads to long-lasting, value-based client relationships. As a Financial Advisor with DFW Wealth Strategies, a member of The Guardian Network®, you will gather, manage and service a book of investment-oriented clients by identifying and acquiring assets and developing additional business through referrals. 

We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies to consumers and businesses. 

It’s time to put yourself and your clients first. We’re looking to add new advisors to our team who share our passion and values. 

• Passionate with a desire to help others and make a positive impact in your community.  

• An Entrepreneurial Spirit and the desire to own a business that provides the ability to integrate your life and business – on your terms.  

• Driven by a sense of purpose, with the knowledge that your work brings value to your clients and are self-motivated to learn and pursue the best possible scenarios for each individual, family, or business you work with. 

• Learner mentality with a desire to continue to grow professionally and with a commitment to continued learning. 

• Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a strategy with appropriate products and services.  

• Develop and maintain a base of clients who value your input and guidance.  

• Work with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.   

• Tools and technology to help you build scale and capacity to appropriately gather, manage, and service your clients. 

• Objective wealth management solutions 

• Actionable practice management insights 

• Superior service and support 

We can help you be a trusted advisor for your clients. Our “you-first” approach means providing access to objective, flexible products and solutions so your clients can access different investment strategies from a broad universe of investment managers. 

Providing the best for clients means we need to provide our financial advisors with the support, resources, development you need to succeed and grow your book of business. Our financial advisors are entrepreneurs who have the flexibility to grow their business their way. This means having the flexibility and choice to build your business how you envision it while helping your clients grow their wealth. 

• Must hold, or be willing to obtain, one of the following: 
  • FINRA Series 65
  • OR FINRA Series 7 and Series 66 licenses
  • OR approved professional designation that exempts licensing such as a CFP, ChFC

• Must be eligible to register as an Investment Advisor Representative (IAR) with the Texas State Securities Board 

• Bachelor’s degree in finance, business, economics, or related field preferred 

• Proven ability to build and manage client relationships with professionalism and integrity  

• Strong communication, presentation, and interpersonal skills 

• Entrepreneurial mindset with a drive to grow a client base and meet performance goals 

• Must pass a background check and comply with all applicable regulatory and firm policies