Financial Additions has a Wealth Advisor / Relationship Manager opportunity with an established organization in Fort Worth, TX. This role is ideal for a professional who enjoys building long-term client relationships, providing financial advisory services, and being actively involved in the local community.
Duties include:
Developing new client relationships while managing and deepening an existing book of business
Providing financial advisory support to clients across multiple service areas
Building and maintaining a strong network of referral sources including attorneys, accountants, and other business professionals
Partnering with internal teams and professionals to deliver comprehensive client solutions
Representing the organization through community involvement and professional networking
Maintaining strong client relationships focused on long-term advisory partnerships
Supporting internal initiatives focused on client service excellence and organizational values
Other related duties as assigned
Qualifications include:
Bachelor’s degree in Accounting or Finance required
4+ years of experience in investment management, registered investment advisor (RIA), trust management, or legal/estate advisory work preferred
Strong relationship-building and business development skills
Excellent communication and interpersonal abilities
High attention to detail and strong organizational skills
Self-motivated with the ability to manage client relationships and business development efforts independently
Professional presence and strong client service orientation