Financial Advisor | Wealth Management

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Mansfield, TX | Dallas–Fort Worth Metroplex | Hybrid Flexibility

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The Opportunity

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H Cap Connect is conducting a confidential search for a Financial Advisor to join an established, independent wealth management practice in Mansfield, Texas.

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Our client is seeking a relationship-driven financial professional who enjoys working with people, building meaningful client relationships, and helping individuals and families achieve their financial goals.

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An existing book of business is welcome, but not required. The firm's priority is finding the right individual—someone with integrity, strong interpersonal skills, an entrepreneurial mindset, and a genuine desire to build a successful, long-term career in wealth management.

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This opportunity offers the ability to work with existing clients while developing new relationships and growing an advisory business with the support, mentorship, and infrastructure of an established practice.

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Key Responsibilities

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Client Relationships & Financial Planning

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Develop and maintain strong relationships with existing clients, providing personalized service and financial guidance.
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Participate in client meetings, financial planning discussions, and ongoing relationship management.
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Assist clients with financial planning strategies, investment solutions, retirement planning, and long-term financial goals.
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Identify opportunities to deepen relationships and address clients' evolving financial needs.
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Deliver a consistently high level of service while building client trust and loyalty.
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Business Development & Growth

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Build and expand client relationships through referrals, networking, and business development activities.
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Identify opportunities to attract new clients and grow assets under management.
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Develop a sustainable approach to business development that aligns with the firm's relationship-focused philosophy.
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Assume increasing responsibility for client relationships and revenue generation as experience and the business grow.
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Team Collaboration & Practice Support

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Collaborate with experienced financial professionals and operations personnel to deliver a seamless client experience.
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Maintain accurate client records and ensure timely follow-up on client needs.
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Utilize financial planning tools, CRM systems, and investment platforms to support client service.
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Adhere to applicable regulatory and compliance standards.
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Contribute ideas that enhance operational efficiency, client satisfaction, and practice growth.
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Qualifications

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Experience in financial services, wealth management, financial planning, or a related field.
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Strong relationship-building, communication, and interpersonal skills.
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FINRA Series 7 and 66 registrations, or equivalent, preferred.
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CFP® designation or progress toward advanced financial planning credentials is a plus.
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Understanding of investment products, retirement planning, and financial planning principles.
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Demonstrated initiative, organizational skills, and a commitment to client service.
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Interest in developing new business and growing professionally within an established practice.
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Candidates with registered client service, financial planning support, or wealth management operations experience who are interested in transitioning into an advisory role are also encouraged to apply.

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The Ideal Candidate

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Our client believes that character, work ethic, and cultural alignment are just as important as technical qualifications.

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The successful candidate will be:

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Relationship-oriented: Genuinely enjoys working with people and cultivating lasting client relationships.
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Entrepreneurial: Motivated to develop new business and contribute to the continued growth of the practice.
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Ethical and trustworthy: Demonstrates integrity, professionalism, discretion, and sound judgment.
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Collaborative: Values teamwork, shared success, and learning from experienced professionals.
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Self-motivated: Takes initiative, follows through on commitments, and accepts responsibility for results.
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Adaptable: Comfortable balancing client service, planning, and business development responsibilities.
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Growth-minded: Interested in continuous learning, professional development, and long-term career progression.
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Compensation & Long-Term Opportunity

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Our client recognizes that developing a successful advisory career takes time and is open to providing a base salary with performance-based incentives during the initial stages of employment.

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As the advisor develops client relationships, grows assets under management, and increases production, compensation is expected to evolve toward a revenue-based structure that rewards individual contributions and long-term business growth.

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This approach offers initial financial stability while creating meaningful long-term earning potential, supported by the resources, infrastructure, and established reputation of the practice.

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Specific compensation arrangements will be determined based on experience, existing assets, and the individual's long-term professional objectives.

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Location & Work Arrangement

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The practice is located in Mansfield, Texas, within the Dallas–Fort Worth Metroplex.

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Local candidates are preferred to facilitate client relationships, team collaboration, and engagement within the community. However, the firm is open to discussing hybrid work arrangements for the right individual.

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Why Consider This Opportunity?

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Join an established, independent wealth management practice with clients across the United States.
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Develop meaningful relationships with existing clients while growing new business.
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Benefit from the support and mentorship of experienced financial professionals.
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Receive initial salary support while building an advisory career.
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Pursue increasing responsibility and long-term earnings tied to business growth.
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Work in a collaborative environment that values integrity, relationships, and professional development.
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Explore a long-term career opportunity with a firm that prioritizes finding the right cultural and professional fit.
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Interested in Learning More?

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This confidential search is being managed by H Cap Connect, a boutique recruiting and HR consulting firm specializing in the wealth management industry.

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We welcome conversations with experienced Financial Advisors, Associate Advisors, and client-focused wealth management professionals who are interested in developing a rewarding, long-term career.

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All inquiries will be handled confidentially.

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