Director of Financial Advisory – Leadership Opportunity with Platinum Wealth Solutions of Texas
Location: San Antonio, Texas Type: Full-Time Industry: Financial Services / Wealth Management
Are you a seasoned financial advisor with firm leadership aspirations? Consider joining Platinum Wealth Solutions of Texas, a family-owned firm proudly affiliated with one of the nation’s largest independent broker-dealers. We’re currently seeking a Director of Financial Advisory to help us shape the future of our growing team while continuing to serve your valued clients.
What Makes This Role Unique?
- Keep Your Book: Maintain and grow your existing client relationships with full autonomy.
- Leadership & Influence: Become a key member of our firm’s leadership team, helping to shape strategy and culture.
- Recruit & Build: Attract and mentor new advisors, expanding our team and your impact.
- Earn Overrides: Receive competitive overrides on the production of advisors you recruit.
- Family-Owned Culture: Enjoy the flexibility, trust, and personal connection that comes with working in a close-knit, values-driven environment.
What You’ll Do
- Lead recruitment efforts to bring talented advisors into our firm.
- Provide mentorship and guidance to new and existing team members.
- Collaborate with leadership on strategic initiatives and growth planning.
- Continue delivering exceptional financial guidance and service to your clients.
- Represent our firm’s values and mission in the broader financial community.
Who You Are
- A fully registered financial advisor with 5+ years of experience, a strong client base, and a passion for leadership.
- Entrepreneurial, driven, and excited to help others succeed.
- Ready to take on a hybrid role that blends client acquisition/service with team development.
Why Join Us?
- Competitive compensation structure with leadership incentives.
- Be an integral part of a family owned firm with more than 150 associates operating in 8 states offering robust resources and support to our advisors.
- A firm culture that values integrity, collaboration, and long-term relationships.
- The opportunity to leave a lasting legacy in a growing organization.
Ready to lead, grow, and thrive?
Let’s talk. Apply today or reach out directly to learn more about this exciting opportunity.
Email your resume to: evalenti@pws-texas.com
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We are an Equal opportunity employer, we prohibit discrimination against and harassment of any employee or applicant for employment because of race, color, national or ethnic origin, age, sex, religion, disability, sexual orientation, gender identity and expression, veteran status or any other characteristic protected under applicable federal or state law.