Retirement Plan Advisor
We are looking for a Retirement Plan Advisor to join a wealth management team in Fort Worth, Texas. This opportunity is ideal for a retirement plan specialist who wants to expand beyond service-focused responsibilities and gain meaningful exposure to broader wealth planning for high-net-worth clients. In this role, you will support employer-sponsored retirement plans, strengthen client relationships, and contribute to thoughtful, accurate execution across a range of plan administration and advisory activities.
Retirement Plan Advisor – Fort Worth, TX (100% In-Office)
Boutique wealth advisory firm seeking experienced Retirement Plan Advisor to guide 401(k) participants toward long-term financial success. If you're a retirement plan specialist ready to transition into an advisor-track role with direct wealth planning exposure, this is your move.
**The Opportunity:**
Advisor-track role with direct exposure to high-net-worth wealth planning and training to accelerate into full advisory positions. Work closely with plan participants, sponsors, and custodial institutions on investment management, financial planning, and personalized wealth-building strategies.
**What We're Looking For:**
• 3+ years direct experience with employer-sponsored retirement plans (401k, DB/DC)
• Strong client relationship and project management skills
• Competitive spirit, intellectual curiosity, and commitment to excellence
• CFP or financial planning designation preferred
**What We Offer:**
Competitive base salary, incentive opportunities, health insurance, retirement benefits, and paid time off. Join a team of experienced professionals dedicated to providing straightforward, innovative solutions.
Ready to advance your career? Send resume with qualifications to Joe.Faradie at roberthalf com
this is the best way to apply - Connect wth me on linkedin
Qualifications:
Compensation
$70,000.00-$95,000.00 YearlyAbout Us
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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