Financial Advisor

H Cap Connect • Mansfield, TX

5d • Hybrid

About The Position

H Cap Connect is conducting a confidential search for a Financial Advisor to join an established, independent wealth management practice in Mansfield, Texas. The role is suited to a relationship-driven financial professional who wants to help individuals and families meet their financial goals. An existing book of business is welcome but not required. The practice is seeking someone with integrity, interpersonal skills, an entrepreneurial mindset, and an interest in building a long-term wealth management career. The advisor will work with existing clients, develop new relationships, and grow an advisory business with support, mentorship, and infrastructure from the established practice.

Compensation may initially include a base salary with performance-based incentives. As the advisor develops client relationships, grows assets under management, and increases production, compensation is expected to move toward a revenue-based structure. Specific arrangements will depend on experience, existing assets, and professional objectives.

The practice is located in Mansfield, Texas, in the Dallas–Fort Worth Metroplex. Local candidates are preferred, though hybrid work arrangements may be discussed. The confidential search is managed by H Cap Connect, a boutique recruiting and HR consulting firm specializing in wealth management.

Requirements

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

Nice To Haves

• CFP® designation or progress toward advanced financial planning credentials.
• An existing book of business.
• Local to Mansfield, Texas, or the Dallas–Fort Worth Metroplex.

Responsibilities

• Develop and maintain strong relationships with existing clients, providing personalized service and financial guidance.
• Participate in client meetings, financial planning discussions, and ongoing relationship management.
• Assist clients with financial planning strategies, investment solutions, retirement planning, and long-term financial goals.
• Identify opportunities to deepen client relationships and address evolving financial needs.
• Deliver a high level of service and build client trust and loyalty.
• Build and expand client relationships through referrals, networking, and business development activities.
• Identify opportunities to attract new clients and grow assets under management.
• Develop a sustainable business development approach aligned with the firm's relationship-focused philosophy.
• Assume increasing responsibility for client relationships and revenue generation as experience and the business grow.
• Collaborate with financial professionals and operations personnel to deliver a seamless client experience.
• Maintain accurate client records and ensure timely follow-up on client needs.
• Use financial planning tools, CRM systems, and investment platforms to support client service.
• Adhere to applicable regulatory and compliance standards.
• Contribute ideas to improve operational efficiency, client satisfaction, and practice growth.

Benefits

• Initial salary support while building an advisory career, potentially with performance-based incentives.
• Mentorship and support from experienced financial professionals.
• Access to the resources, infrastructure, and established reputation of the practice.
• Long-term earning potential through a compensation structure expected to evolve toward revenue-based compensation as business grows.
• Professional development and opportunity for increasing responsibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed