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. 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. 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.