Financial Advisor

Company: Jobot
Location: Rockwall
Posted on: January 15, 2026

Job Description:

Job Description Job Description Boutique Firm Financial Looking for Advisor to provide superior financial advice and foster lasting client relationships. This Jobot Job is hosted by: Victoria Casal Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $80,000 - $200,000 per year A bit about us: A fee-only Registered Investment Advisor (RIA) firm Why join us? Supportive, family-like team environment Competitive salary, benefits, and 25 paid days off Flexible Fridays, casual dress code, and regular team events Job Details Responsibilities: Develop and implement personalized financial plans, including investment, retirement, tax, and estate strategies. Build and maintain long-term client relationships through regular reviews and proactive communication. Collaborate with internal tax and insurance teams to deliver holistic solutions. Stay current on market trends and regulatory changes to provide informed advice. Prepare and present client reports and recommendations. Qualifications: Bachelor’s degree in Finance, Economics, or related field; advanced credentials (MBA, CFA, CPA, etc.) preferred. Experience in financial planning or portfolio management, preferably with high-net-worth clients. MUST HAVE Series 65 Strong interpersonal, analytical, and communication skills. Commitment to fiduciary standards and client-first service. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy Company Description Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com. Company Description Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Keywords: Jobot, The Colony , Financial Advisor, Accounting, Auditing , Rockwall, Texas