Job Details

Your Future Team

Smith Anglin Financial is an airline-focused wealth management practice based in Dallas, Texas. With $2B+ under management as of September 2025, we focus our efforts on serving pilots who fly for the major airlines, both those who are in need of guidance with retirement decisions as well as early career pilots who are building their retirement portfolio. We help individuals and families make informed financial and tax decisions triggered by their unique life events with an emphasis on proactive goal setting.

Our team of approximately 34 professionals is committed to delivering reliable, client-focused wealth management and tax services tailored to the needs of high-net-worth individuals. Professionalism, integrity, and excellent customer service are key components of our team environment and culture.

What You'll Do

Smith Anglin Financial is looking for an experienced Wealth Advisor to onboard new practice clients and service a book of existing households. The advisor will be the primary contact and will develop and support client relationships with Smith Anglin's Standard of Care. The advisor will maintain a communication plan which emphasizes goal setting and financial planning. You will work in a team environment and collaborate with members of the investment team, financial planning team, tax team, service team and other wealth advisors. You will report to the Director of Advisory Services.

• Standard of Care - Maintain regular communication and conduct client appointments with a focus on engaging clients in financial planning.
• Onboard new clients to Smith Anglin Financial, including setting up new accounts, advising on portfolio strategy, and any relevant financial planning.
• Work with partners/advisors to transition designated clients; driving process
• Develop and present client advice appropriate to individual client situations and following our planning processes, investment strategy and fiduciary standard.
• Work with the internal and external teams to implement recommendations with careful attention to detail.
• Demonstrate a broad base of knowledge across all departments of financial planning, including cash flow management, investments, insurance, tax strategy, retirement analysis and estate planning.
• Achieve proficiency in relevant technologies including MoneyGuide Pro, BlackDiamond, and Salesforce.

What You'll Bring

• Certified Financial Planner® designation or enrolled in CFP coursework
• Bachelor's degree
• 5 years in a wealth advisor, portfolio administration, financial planner or related position
• Excellent verbal, written, presentation and interpersonal skills
• Excellent at strategic planning and implementation
• Keeps current on the financial markets and economy, and uses best business practices
• Self-motivated, proactive and adaptable
• Strong sense of urgency
• Strong organizational skills, follow-up, and high attention to detail
• Technology: Microsoft applications (Outlook, Excel, PowerPoint and Word), MoneyGuide Pro, SalesForce, Black Diamond

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• 100% on-site role promoting real-time collaboration, team cohesion, and direct access to support

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.