{"id":1155687,"url":"https://alion.io/job/cain-watters-wealth-advisor","title":"Wealth Advisor","company":{"id":694656,"name":"Cain Watters","domain":"cainwatters.com","url":"https://alion.io/company/cainwatters","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Recruitee","truth_index":{"grade":"B","score":75,"open_postings":3,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":43,"computed_at":"2026-10-26T05:57:25Z"}},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Frisco, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":140000,"max":150000,"currency":"USD","period":"year","gross":null,"usd_annual":150000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-11T20:51:58Z","employer_posted_date":"2026-08-11","last_verified_at":"2026-10-27T02:45:39Z","board_verified":true,"closed_at":null,"days_open":76,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":76},"description":"Summary/Objective\nReporting to a Partner and the Director of Wealth Management, the Wealth Advisor is responsible for managing a group book of client relationships, delivering comprehensive financial planning and investment advisory services. This role is ideal for a credentialed professional (CFP® or CPA) with a solid foundation in financial planning who is ready to take greater ownership of client relationships, contribute to business development, and mentor junior team members.\nEssential Functions\nManage and serve as the primary advisor for an assigned book of client households, delivering comprehensive financial planning and ongoing wealth management strategies aligned with clients' goals and objectives\n\nConduct client reviews, analyze financial data, and develop recommendations related to investment management, retirement planning, tax efficiency, risk management, and estate planning\n\nBuild and strengthen client relationships by collaborating with clients' professional advisors, identifying opportunities for additional planning services, and supporting business development and referral initiatives\n\nEnsure all client recommendations, communications, and documentation adhere to fiduciary obligations, regulatory requirements, and firm policies and procedures\n\nContribute to the development of the advisory team by mentoring Associate Wealth Advisors, sharing technical expertise, and staying current on industry trends, market conditions, and planning strategies\n\nResponsibilities & Duties\nServe as primary advisor for an assigned book of client households, managing the full relationship lifecycle\n\nDevelop, present, and implement comprehensive financial plans covering retirement, investment, tax, risk management, and estate planning strategies\n\nConduct regular client review meetings to assess progress toward financial goals and adjust plans as needed\n\nAnalyze client financial data and provide recommendations on asset allocation, tax efficiency, and risk mitigation\n\nCollaborate with clients’ professionals (CPA, Estate Attorney, etc.) to deliver coordinated, holistic advice\n\nIdentify opportunities to deepen client relationships and expand services (referrals, additional assets, family members)\n\nEnsure all client interactions and recommendations comply with fiduciary standards and firm/regulatory requirements\n\nMentor and provide guidance to Associate Wealth Advisors\n\nStay current on tax law changes, market conditions, and planning strategies relevant to client portfolios\n\nParticipate in business development activities, including client seminars, referral partner relationships, and community engagement\n\nMaintain accurate documentation of client interactions, recommendations, and plan updates\n\nThis job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.\nRequirements\nEducation & Experience\nRequired\nBachelor's degree in Finance, Business, Accounting, or related field required\n\nCFP® certification or active CPA license required\n\nMinimum 5 years of client facing experience in financial planning or wealth management\n\nSeries 65 (or 66) license\n\nDemonstrated knowledge of investment management, tax planning, retirement planning, and estate planning concepts\n\nKnowledge of tax concepts and business consulting services, combined with strong client relationship skills and the ability to deliver holistic support and guidance to a diverse client base.\n\nStrong proficiency in financial planning software (eMoney, MoneyGuidePro) and portfolio management tools\n\nExcellent interpersonal, presentation, and relationship management skills\n\nProven ability to manage multiple client relationships with a high level of service and accuracy\n\nSound judgment and ability to work independently while collaborating within a team structure\n\nPreferred\nExperience working with high-net-worth individuals, business owners, or dental/medical professionals (industry-specific niche experience a plus)\n\nAdditional designations (CPA, ChFC®, CIMA®, CWPA®, AEP®, CAP®) complementary to CFP®\n\nTrack record of client retention and organic growth within a book of business\n\nTravel\nMinimal travel required to see select clients and attend CWA’s Annual Meeting.\nWork Environment\nThis job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.\nPhysical Demands\nThis is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.\nPosition Type & Expected Hours of Work\nThis is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some remote work and flexibility in hours is allowed based on management’s approval.\nJob Compensation & Benefits\nThrough our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.\nCompensation\nBase salary minimum: $140,000.00 - Maximum: $150,000.00 USD\nCommission structure tied to assets under management (AUM), providing ongoing earning potential that grows as client assets and relationships are developed over time.\nBenefits\nHeavily subsidized medical insurance options\nGenerous employer HSA contributions\n100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health\nDental and Vision plans\nUnlimited PTO\nOrganization-paid holidays, including an extended Winter Break\nSafe Harbor 401k Plan\nEmployer-paid professional dues, licenses, and renewals\nContinuing Education resources\nFamily Planning Assistance Program and Paid Parental Leave\nSubsidized fitness programs\nCWA has consistently been recognized from rating services and publications such as:\nINSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)\nTop Workplaces - Financial Services (2024)\nTop Workplaces - Culture Excellence (2024)\nAccounting Today - Top Firm by AUM (2024)\nUSA Today - Top Workplaces (2024, 2025)\nAccounting Today - Top 100 Firms (2022, 2023)\nForbes America's Best Tax & Accounting Firms (2022, 2023)\nINSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)\nDallas Morning News - Top Workplace (2022, 2023)\nAccounting Today - Beyond Top 100: Firms to Watch (2020)\nAccounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)\nINSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)\nINSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)\nCain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at . Your concerns will be handled with the utmost confidentiality and care.","description_format":"text","description_chars":7585,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Health insurance","Life insurance","Parental leave","Retirement plans","Unlimited PTO"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Accounting & Bookkeeping Services","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-09-23T21:27:57Z"}],"visa":[],"liveness":{"score":24,"band":"cold","label":"Long shot","p_open":1,"p_active":0.664,"p_room":0.36,"age_days":75,"expected_fill_days":43,"reasons":["conf:2","win:tail","crowd:"],"computed_at":"2026-10-26T05:57:25Z"},"pay":{"stated_usd_annual":150000,"is_top_pay":true},"html_url":"https://alion.io/job/cain-watters-wealth-advisor","json_url":"https://alion.io/job/cain-watters-wealth-advisor.json","meta":{"generated_at":"2026-10-27T04:03:30Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":3446,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-28T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":694656},"rest":"https://alion.io/mcp/rest/get_company?id=694656"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcain-watters-wealth-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcain-watters-wealth-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcain-watters-wealth-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cain-watters-wealth-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcain-watters-wealth-advisor"}]}