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Financial Advisor

Creating and Managing Wealth, LLC

This is a Full-time position in Irving, TX posted June 9, 2021.

Creating & Managing Wealth, LLC (CMW), a female-founded and owned investment firm, has an exciting succession plan opportunity available for a Financial Advisor located in Irving, TX.

CMW’s CEO is looking for a successor to lead the $200m+ AUM firm into the future.

Most of the assets are in fee-based programs.

The firm’s staff is an outstanding, cohesive team working out of a beautiful office in Las Colinas.

CMW has been providing professional guidance and innovative solutions for the financial and retirement planning needs of educators and other non-profit employees for more than 30 years.

CMW has partnered with Lincoln Investment as its full-service Broker-Dealer and Registered Investment Adviser.

Together, the commitment is to help clients reach their financial goals.

The ideal individual will:
Have a current book of business of at least $10 million of AUM Be familiar with our 403(b) niche market Display the ability to be a self-starter/entrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful Financial Advisor Have the ability to generate leads; set and hold productive meetings; present and implement solutions; and be proactive in providing ongoing support and service Understand that our value lies in the depth of client relationships and is exceptional at developing them Be an established, consummate professional at all times, both internally with our team and externally with the public Provide clients with a full range of investment and insurance solutions

Desired Skills and Experience:
2-4 yrs.

financial sales experience preferred Bachelor’s degree required Ability to build and manage client relationships Excellent written and oral communication skills FINRA Series 7 and 66 FINRA Series 6, 63 and 65 may be considered for exceptional candidates State insurance license

Company Overview

As Stakeholders, we trust and value each other as special members of the Creating & Managing Wealth family.

We appreciate one another’s unique talents, optimism and energy.

We are empowered to make a difference and we are grateful for the dedication we share with our clients, and one another, every day!

We are the heart of the Caring Standard.

We offer commitment, trust, responsiveness, compassion, and knowledge for all of those who come in contact with us.

We recognize our exceptional contributions to our community, and strive to make Creating & Managing Wealth a great place to work.

Together, we celebrate our commitment to make a real and lasting difference in the lives of one another, and the people we serve.

*For more information, please visit our website at

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