Associate Financial Advisor
Garry Executive Search, Flower Mound, TX, United States
Wealth Management Advisor (Servicing Advisor)
Role Overview
In this role, you will serve as the primary relationship manager for an established book of clients, delivering a high-touch, white-glove experience. You will partner closely with senior leadership, who drive new client acquisition, while you focus on ongoing planning, communication, and retention.
This is a true “farmer” role designed for advisors who thrive in relationship management, not sales.
Key Responsibilities
Serve as the primary point of contact for approximately 200 to 250 client households
Deliver ongoing financial planning and advice across retirement, investment, tax, and estate considerations
Build and maintain strong, long-term client relationships through proactive communication
Conduct client meetings, reviews, and planning discussions
Collaborate with senior advisors and internal team members to execute client strategies
Ensure a high level of responsiveness, organization, and follow-through across all client interactions
Support client retention and overall client experience initiatives
Maintain compliance with regulatory standards and firm best practices
Qualifications
3 to 7+ years of experience in wealth management or financial planning
Strong client-facing experience and relationship management skills
Series 65 or 66 required
CFP designation strongly preferred or actively pursuing
Experience working with high-net-worth clients preferred
Excellent communication, organization, and interpersonal skills
Ability to manage a high volume of client relationships effectively
No Prospecting Required
No prospecting or business development required – plug into a fully built inbound lead engine and focus entirely on client service.
Defined Role and Structure
Clear separation between business development and service advisors, creating efficiency and focus. Flexibility to evolve into different paths over time, including relationship management or business development tracks.
High-Performance Environment
Work within a fast-paced, accountability-driven culture alongside a motivated and ambitious team.
Compensation and Benefits
Base salary: $65,000 to $125,000 depending on experience
Performance-based bonus
Comprehensive benefits package including health insurance and 401(k)
Full-time, in-office role in a high-end, professional setting
Collaborative, team-oriented culture with strong expectations around performance and growth
Fast-paced environment with significant opportunity for advancement
Garry Executive Search is dedicated to providing exceptional recruiting services within the wealth management industry. We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.
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Role Overview
In this role, you will serve as the primary relationship manager for an established book of clients, delivering a high-touch, white-glove experience. You will partner closely with senior leadership, who drive new client acquisition, while you focus on ongoing planning, communication, and retention.
This is a true “farmer” role designed for advisors who thrive in relationship management, not sales.
Key Responsibilities
Serve as the primary point of contact for approximately 200 to 250 client households
Deliver ongoing financial planning and advice across retirement, investment, tax, and estate considerations
Build and maintain strong, long-term client relationships through proactive communication
Conduct client meetings, reviews, and planning discussions
Collaborate with senior advisors and internal team members to execute client strategies
Ensure a high level of responsiveness, organization, and follow-through across all client interactions
Support client retention and overall client experience initiatives
Maintain compliance with regulatory standards and firm best practices
Qualifications
3 to 7+ years of experience in wealth management or financial planning
Strong client-facing experience and relationship management skills
Series 65 or 66 required
CFP designation strongly preferred or actively pursuing
Experience working with high-net-worth clients preferred
Excellent communication, organization, and interpersonal skills
Ability to manage a high volume of client relationships effectively
No Prospecting Required
No prospecting or business development required – plug into a fully built inbound lead engine and focus entirely on client service.
Defined Role and Structure
Clear separation between business development and service advisors, creating efficiency and focus. Flexibility to evolve into different paths over time, including relationship management or business development tracks.
High-Performance Environment
Work within a fast-paced, accountability-driven culture alongside a motivated and ambitious team.
Compensation and Benefits
Base salary: $65,000 to $125,000 depending on experience
Performance-based bonus
Comprehensive benefits package including health insurance and 401(k)
Full-time, in-office role in a high-end, professional setting
Collaborative, team-oriented culture with strong expectations around performance and growth
Fast-paced environment with significant opportunity for advancement
Garry Executive Search is dedicated to providing exceptional recruiting services within the wealth management industry. We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.
#J-18808-Ljbffr