Financial Advisor

Experienced Financial Advisor

Orion Wealth Management

Garland, TX (DFW) Hybrid Flexibility Full-Time Exempt

Reports To: CCO / Practice Leadership

Compensation: 100% Commission Payouts 90-95% + Revenue Sharing

Build Something Bigger Than a Book of Business

Orion Wealth Management is seeking an experienced Financial Advisor to join our growing boutique, Registered Investment Advisor (RIA) serving mass affluent individuals, families, executives, and business owners throughout the Dallas-Fort Worth area.

This is an opportunity for an established advisor with a (portable book of business) to grow a collaborative wealth management practice built on exceptional client service.

What You'll Do:

• Further build your practice as the trusted advisor for the mass affluent, families, executives, and business owners.

• Build and maintain long-term client relationships through exceptional service.

• Grow your practice through referrals, relationship development, and professional networking.

• Collaborate with Wealth, Tax, and Insurance professionals to deliver integrated planning solutions.

• Guide clients through major financial decisions with confidence and professionalism.

What We're Looking For:

Required Qualifications:

• A portable book of business with demonstrated client relationships is highly desirable and will significantly strengthen your candidacy.

• Proven ability to build and maintain long-term client relationships.

• Series 65 or Series 66

• Strong executive presence and consultative communication skills.

• Passion for fiduciary, planning-focused financial advice.

About Orion Wealth Management, LLC.

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

4 Employees

Headquarters location

Richardson TX, US

Year founded

2015

Website

www.orionwmtx.com