Associate Financial Advisor

LifeBranch Wealth Partners Grapevine, TX

This role is designed for an advisor who enjoys building meaningful client relationships, delivering comprehensive financial planning, and helping clients make confident financial decisions.

Unlike many advisor positions that focus heavily on prospecting and asset gathering, this role provides the opportunity to work directly with an established client base while continuing to grow as a trusted advisor. You will lead client meetings, provide planning and investment guidance, implement recommendations, and play an important role in helping clients achieve their financial goals.

Success in this position comes from creating exceptional client experiences, identifying planning opportunities, strengthening relationships, and contributing to the ongoing growth of the practice through referrals, professional relationships, and outstanding service.

This is an opportunity for someone who wants to build a long-term career as a financial advisor, take increasing ownership of client relationships, and grow alongside a high-performing, collaborative team.

About the Role

As an Associate Financial Advisor, you will work with established client relationships and serve both independently and in partnership with other advisors. You will play an active role in the client experience, from leading meetings and understanding client goals to developing recommendations and coordinating implementation.

You will be encouraged to take ownership of client relationships, uncover planning opportunities, and help clients move forward with recommendations that improve their financial lives. Success in this role comes from becoming a trusted advisor to clients, creating exceptional experiences, and contributing to the organic growth of the practice through deeper relationships, referrals, and professional connections.

This position is designed for someone who wants to develop as a lead advisor, take ownership of meaningful client relationships, and have a direct impact on both client outcomes and the future growth of the practice.

What You'll Do

Client Advisory & Relationship Management
• Lead client meetings independently, as appropriate, while partnering with senior advisors on more complex relationships.
• Build trusted, long-term relationships with clients through proactive communication and exceptional service.
• Understand clients' financial goals, priorities, and life circumstances and incorporate them into the planning process.
• Address client needs and resolve service matters in partnership with Client Service Managers and other team members.
• Identify opportunities to deepen client relationships through comprehensive financial planning.
• Document client interactions, opportunities, recommendations, and follow-up activities in Salesforce.
• Ensure timely communication of meeting notes and action items to the service team.
• Maintain accurate client records, files, and documentation.

Financial Planning & Advice
• Review and analyze client financial information to identify planning opportunities.
• Review and validate preliminary financial planning recommendations.
• Develop and finalize client action plans and strategies.
• Review and interpret financial statements and other financial data.
• Run financial calculations and planning illustrations.
• Present financial planning recommendations and strategies to clients.
• Help clients understand their options and make informed financial decisions.
• Implement agreed-upon planning recommendations and coordinate follow-through with the appropriate team members.

Investment & Portfolio Support
• Complete Managed Account Annual Reviews following client meetings.
• Assist in developing and maintaining Investment Policy Statements.
• Review and assist with portfolio recommendations for accounts outside established models.
• Make investment recommendations consistent with the practice's investment philosophy and guidance.
• Communicate market and economic insights to clients when appropriate.
• Support investment implementation and portfolio-related client needs.

Client Growth & Leadership
• Play an active role in strengthening client relationships and creating exceptional client experiences.
• Identify opportunities to deepen existing relationships through comprehensive planning conversations and additional solutions when appropriate.
• Encourage and cultivate client referrals through trusted relationships and exceptional service.
• Develop and maintain professional relationships with CPAs, attorneys, and other Centers of Influence.
• Contribute to initiatives that enhance the client experience and support the long-term growth of the practice.
• Look for opportunities to improve processes, efficiency, and service quality across the practice.
• Participate actively in team initiatives, client appreciation events, and community engagement opportunities.
• Take ownership of professional development and continued advancement as an advisor.

Background Check

Employment is contingent upon the successful completion of a background check, consistent with applicable federal, state, and local laws.

Requirements

What We're Looking For

We're looking for someone who enjoys working directly with clients, leading planning conversations, building trusted relationships, and helping individuals and families make important financial decisions.

The ideal candidate is motivated by delivering excellent client outcomes and understands that meaningful growth is built through strong relationships, exceptional service, and a commitment to continuous improvement.

Qualifications
• Bachelor's degree required.
• Active Series 7 and Series 66, or Series 63/65 combination.
• State Life, Accident & Health insurance licenses.
• APMA® designation required or willingness to obtain shortly after joining the practice.
• Demonstrated experience in financial planning, wealth management, investment management, or a client-facing financial services environment.
• Strong desire to build a long-term career as a financial advisor.
• Interest in pursuing CFP® certification preferred.
• Ability and confidence to lead client meetings independently.
• Strong financial planning, analytical, and problem-solving skills.
• Excellent verbal and written communication skills and the ability to build trusted client relationships.
• High attention to detail with strong organization, follow-through, and judgment.
• Ability to handle confidential client information with discretion and professionalism.
• Ability to work independently while collaborating effectively with advisors and the broader practice team.
• Proficiency with Microsoft Office and the ability to learn and effectively use CRM, financial planning, investment, and practice technology.
• Commitment to ongoing professional development and continuing education.

Benefits

Compensation & Total Rewards

We believe in rewarding the experience, expertise, leadership, and client impact our team members bring to the practice.

Expected total compensation generally ranges from $85,000 to $130,000+, depending on experience, credentials, and scope of responsibilities.

Exceptional candidates with significant experience may be considered above this range.

In addition, we offer:
• 20 days of PTO annually.
• All market holidays off.
• 50% of the employee-only health insurance premium paid by the practice, up to a monthly maximum.
• Dental, vision, and disability insurance options.
• Simple IRA with employer match.
• Group term life insurance.
• Support for ongoing professional development and industry credentials.
• Opportunity to grow responsibilities and advance within a recognized wealth management practice.