Financial Advisor

Kyler Professional Search presents the Financial Advisor role as a hybrid remote opportunity based in Dallas, Texas. This Relationship Manager position serves ultra-high-net-worth clients, overseeing a self-directed book of $5 million to $25 million in assets and delivering high-touch relationship management, education, and tailored financial guidance. The compensation range is USD 75,000 to 130,000 per year.

Details

• Location: Hybrid remote in Dallas, TX
• Salary: USD 75,000 - 130,000 per year
• Minimum Experience: 3 years
• Education: Bachelor’s degree or equivalent experience

Responsibilities

• Act as the lead relationship manager for a dedicated roster of self-directed ultra-high-net-worth clients, ensuring a stable, high-touch client experience.
• Foster strong trust and loyalty by anticipating client needs and aligning solutions through education and thoughtful guidance.
• Conduct advanced conversations on topics including advisory partnerships, share of wallet expansion, private equity, trusts, margin strategies, and charitable giving.
• Strategically grow and manage the book of business while contributing to retention and expansion initiatives.
• Engage clients with genuine curiosity and empathy, grounded in a clear understanding of their financial goals and values.
• Provide outstanding service by proactively addressing issues, handling complex requests, and ensuring a seamless client experience.
• Develop deep knowledge of the organization’s products and services to strengthen client relationships, supported by comprehensive training.

Requirements

• Active or eligible FINRA registration, including SIE, Series 7, and either 63/65 or 66; certain designations may substitute per compliance.
• SIE and Series 7 required prior to start; Series 66 may be obtained after start.
• 3+ years of experience managing a book of business in financial services.
• 2+ years of experience working with high-net-worth or ultra-high-net-worth clients preferred.
• A consultative, relationship-first mindset with a passion for guiding clients through complex financial decisions.
• Comfort discussing investments and planning topics such as ETFs, mutual funds, estate and legacy planning, and charitable giving.
• Bachelor’s degree or equivalent experience demonstrating strong learning agility and leadership potential.

Benefits

• 401(k) with matching
• Dental insurance
• Employee assistance program
• Financial planning services
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Referral program
• Relocation assistance
• Retirement plan
• Vision insurance

Career Growth & Development

• The client is hiring at multiple Relationship Manager levels, offering a defined pathway for advancement.
• Whether you aim to expand your scope or deepen your UHNW client expertise, you will receive structured onboarding, ongoing education, and leadership support to help you succeed.