Practice your craft. Not your pitch.

Exit Planning Advisor

Most business owners spend decades building a company and a few rushed months deciding what happens to it. Palmer Wealth Group™ is hiring an Exit Planning Advisor to lead that work as it deserves — preparing owners years ahead, so the most consequential financial event of their lives is a planned outcome, not a reactive scramble. This is a senior, relationship-driven role inside an ensemble practice built to serve owners across the full arc of exit, wealth, and legacy.

About Palmer Wealth Group™

Palmer Wealth Group™ is an ensemble wealth management practice in Fort Worth, Texas, serving business owners, executives, and professional practice owners with $5 million to $30 million in investable assets. We operate as a coordinated team of specialists sharing a corporate book: client relationships belong to the team, revenue is shared based on allocated stakes, and every advisor’s compensation grows with the team’s collective results. Through our Integrated Wealth Alliance, we coordinate a curated network of outside specialists so clients receive unified counsel, not fragmented advice. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

What You’ll Do

• Lead the exit planning practice. Guide owners through the full transition continuum — readiness assessment, multi-year value enhancement, and execution across sales, recapitalizations, buyouts, ESOPs, and family succession.
• Build the practice. Develop deep referral networks — investment bankers, M&A attorneys, business brokers, and CPAs — in coordination with the Integrated Wealth Alliance Advisor, and cultivate sector awareness across manufacturing, retail, and service businesses. Deliver thought leadership and build long-term relationships with owners who value proactive planning.
• Run exit readiness and value enhancement. Assess business attractiveness, owner preparedness, and timing; identify the gaps; and develop multi-year strategies to close them — including the involuntary triggers of death, disability, divorce, distress, and disagreement.
• Coordinate the transaction team. Serve as the owner’s strategic coordinator through a transition, aligning bankers, attorneys, and tax advisors so the owner receives coordinated counsel, not conflicting guidance.
• Integrate with the wider team. Partner with Wealth Managers and Wealth Planners to fold exit planning into each owner’s big-picture, comprehensive wealth strategy — post-transaction investing, estate and tax planning, executive benefits, and insurance and annuity solutions — and coordinate with the Retirement Plan Advisor on qualified-plan considerations.
• Support team growth. Beyond your own pipeline, feed the practice’s growth — surfacing opportunities in owner conversations, passing referrals and introductions to the Wealth Advisor and Retirement Plan Advisor, and supporting prospect and client events.

What You Bring

• Deep command of the exit planning craft — business-valuation fluency,* deal-structure literacy, and familiarity with the tax strategies that shape transactions (QSBS, installment sales, charitable remainder trusts), enough to guide decisions with CPAs and tax counsel. The Exit Planning Advisor does not provide business valuation, tax, accounting, or legal services.
• Emotional intelligence — the ability to have candid conversations with owners about life after the business, reading the personal and family dynamics that most often determine whether a transition succeeds or stalls.
• Business-development discipline and the patience for multi-year engagement cycles, with the relationship orientation to earn trust across a network of transaction professionals and owners.
• Alignment with our Core Values — Faithful Stewardship, Strength in Coordination, Unwavering Integrity, Wisdom and Discernment, and Generational Faithfulness — and a commitment to meet or exceed the fiduciary and conduct standards of any professional designation you hold.

Credentials & Licensing

• Bachelor’s or master’s degree in business, finance, accounting, or a related field.
• An exit planning certification — CEPA®, CExP™, or CBEC® (any one satisfies the requirement).
• A financial planning credential — ChFC® or CFP®. External candidates without one obtain it within 18 months of hire.
• SIE, Series 7, Series 66, and General Lines – Life, Accident, and Health licenses.

The Exit Planning Advisor is not an entry-level role. Candidates join either as an experienced advisor transferring a qualifying book of business, or by advancing internally from our Wealth Advisor or Retirement Plan Advisor pathway after building a qualifying stake. We evaluate the whole picture of your experience, credentials, and the clients you serve.

Compensation & Benefits

Compensation follows our ensemble model: client relationships belong to the team’s corporate book, and your compensation is your allocated stake in total team net revenue at the practice’s current payout rate of 40–50%. Exit planning, financial planning, and all service revenue flow into one pool — so every specialist’s contribution lifts every advisor’s pay. Advisors transferring a qualifying book enter with an established stake; advisors advancing internally transition to the payout model upon assuming the role.

Benefits begin on your first day:

• 75% employer-paid medical premiums across all coverage tiers (HDHP bronze, HSA-eligible), plus employer-paid dental and vision
• Employer-paid short- and long-term disability and group term life insurance equal to twice your annual compensation
• 401(k) with dollar-for-dollar match up to 6%, plus profit-sharing, at your one-year anniversary
• Full credential and continuing-education support, a technology package, corporate athletic club membership, and up to $15,000 in relocation support
• Long-term security built to honor a full career — a tenure-based Retirement Settlement, Emeritus status, and Compassionate Departure protection for your family

Why Palmer Wealth Group™

• An ensemble that is actually an ensemble. You stop being the single point of failure for every client need and gain colleagues whose success is tied to yours.
• A growing denominator. Your stake earns from the whole team’s production, not only your own clients — so your income ceiling rises as the team deepens.
• A team that travels together. Once a year the practice hosts a multi-day trip bringing advisors, clients, and Alliance partners together — advisor and one guest covered, subject to prior-year profitability.
• A culture of stewardship. We extend the same trust to our advisors that we ask them to extend to clients — semi-flexible scheduling, no tracked PTO, and benefits built to protect people when careers are most vulnerable.

How to Apply

Send a cover letter and resume to info@palmerwealthgroup.com. Every conversation begins the same way: confidentially, without obligation, and focused on whether this is the right fit for where your career is heading.

Palmer Wealth Group™ is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law. Employment is at-will; this posting is provided for recruiting purposes only and does not constitute an offer of employment or a contract. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Palmer Wealth Group™ and Commonwealth Financial Network® are separate entities. *Palmer Wealth Group™ does not provide business valuation, tax, accounting, or legal services.

Integrated Wealth Alliance Advisor

The wealthiest families rarely lack advisors — they lack someone to make all of them work together. At Palmer Wealth Group™, the Integrated Wealth Alliance Advisor is that person: the single, trusted point of contact who orchestrates a curated network of estate attorneys, CPAs, insurance specialists, and other independent experts around each family’s goals. If you are the advisor others rely on to bring order to complexity, this role is built for you.

About Palmer Wealth Group™

Palmer Wealth Group™ is an ensemble wealth management practice in Fort Worth, Texas, serving business owners, executives, and professional practice owners with $5 million to $30 million in investable assets. Through our Integrated Wealth Alliance, we coordinate a network of independent outside specialists around each client — and as the Alliance Advisor, you lead that coordination across both our Private Wealth and Commercial Wealth divisions. We share a corporate book: client relationships belong to the team, revenue is shared based on allocated stakes, and every advisor’s compensation grows with the team’s collective results. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

What You’ll Do

• Orchestrate the Alliance. Vet, onboard, and coordinate the network of independent specialists — estate attorneys, CPAs, insurance experts, and business brokers, plus a deep bench of wealth-adjacent providers (career development, next-gen training, personal security, private aviation, and more) — holding each to the practice’s standards and ensuring every partner feels respected, valued, and cared for.
• Be the family’s one point of contact. Coordinate every professional serving a client, so complexity becomes manageable and each family knows whom to call for what.
• Lead family governance and next-gen work. Facilitate multi-generational meetings, prepare rising generations for stewardship, and help families build councils, constitutions, and conflict-resolution frameworks.
• Guard against risk. Maintain crisis-response and confidentiality protocols, and serve as a first line of defense against the fraud, social engineering, and elder-exploitation threats that target affluent families.
• Connect the practice. Bring internal advisors and outside partners together around shared client objectives, and build the technology and consolidated reporting that make integrated service real.
• Connect the practice. Bring internal advisors and outside partners together around shared client objectives, and provide the technology and consolidated reporting that make integrated service real.

What You Bring

• Relationship mastery across generations — holding the trust of senior family members and rising heirs alike, and moving easily between boardroom strategy and hands-on coordination.
• An orchestration instinct — comfort managing many stakeholders, timelines, and moving parts without losing the thread.
• Breadth over depth — intellectual range across estate, tax, insurance, trust, and philanthropy, enough to coordinate and assess specialists without being one.
• Five or more years in wealth management or family office coordination (internal advancement from the Wealth Advisor role is also a path).
• Alignment with our Core Values: Faithful Stewardship, Strength in Coordination, Unwavering Integrity, Wisdom and Discernment, and Generational Faithfulness.

Credentials & Licensing

• Bachelor’s or master’s degree in business, finance, accounting, or a related field.
• One qualifying advanced credential — CPWA®, CFP®, ChFC®, CTFA, or AWMA® (MBA considered equivalent) — held at hire or earned within 36 months.
• Series 7 and Series 66 licenses, and a General Lines – Life, Accident, and Health insurance license, required or obtained within 90 days of hire.
• CAP® preferred for philanthropy-focused practices.

Compensation & Benefits

Compensation follows our ensemble model. Client relationships belong to the team’s corporate book, and your pay is your allocated stake in total team net revenue at the practice’s current payout rate of 40–50%. Advisors who join with a qualifying book ($30 million or more in AUM) enter with an established stake, and advisors advancing from the Wealth Advisor or Retirement Plan Advisor role carry their stake with them. For an experienced family-office professional joining without a portable book, entry terms — including any base during the stake-building period — are negotiated individually. As the team’s revenue grows, so does your share.

Benefits begin on your first day:

• 75% employer-paid medical premiums across all coverage tiers (HDHP bronze, HSA-eligible), plus employer-paid dental and vision
• Employer-paid short- and long-term disability and group term life insurance equal to twice your annual compensation
• 401(k) with dollar-for-dollar match up to 6%, plus profit-sharing, at your one-year anniversary
• Full credential support (CPWA®, CFP®, ChFC®, CTFA, AWMA®, CAP®), a technology package, corporate athletic club membership, and up to $15,000 in relocation support
• Long-term security built to honor a full career — a tenure-based Retirement Settlement, Emeritus status, and Compassionate Departure protection for your family

Why Palmer Wealth Group™

• A different kind of specialist. You are not chasing the same clients as the team’s other advisors — you are the connective tissue that makes every family’s experience of the practice more valuable.
• A growing denominator. Your stake earns from the whole team’s production, so your income rises as the practice grows, not only as you add clients yourself.
• A team that travels together. Once a year the practice hosts a multi-day trip bringing advisors, clients, and Alliance partners together — advisor and one guest covered, subject to prior-year profitability.
• A culture of stewardship. Semi-flexible scheduling, benefits from day one, and provisions built to protect people when careers are most vulnerable.

How to Apply

Send a cover letter and resume to info@palmerwealthgroup.com. Every conversation starts the same way: confidentially, without obligation, and focused on whether this is the right fit for where your career is heading.

Integrated Wealth Alliance partners are independent professionals — not employees, agents, or affiliates of Palmer Wealth Group™ or Commonwealth Financial Network®. Palmer Wealth Group™ is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law. Employment is at-will; this posting is provided for recruiting purposes only and does not constitute an offer of employment or a contract. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Palmer Wealth Group™ and Commonwealth Financial Network® are separate entities. Palmer Wealth Group™ does not provide business valuation, tax, accounting, or legal services.

Retirement Plan Advisor

Retirement plans are where serious business relationships begin. At Palmer Wealth Group™, the Retirement Plan Advisor leads our plan-sponsor practice — bringing ERISA depth and real fiduciary guidance to employers, and opening the door to the business owners and executives behind every plan. It is one of two ways advisors join our team, built for someone who knows qualified plans cold and wants to build a practice around them.

About Palmer Wealth Group™

Palmer Wealth Group™ is an ensemble wealth management practice in Fort Worth, Texas, serving business owners, executives, and professional practice owners with $5 million to $30 million in investable assets. We operate as a coordinated team of specialists sharing a corporate book: client relationships belong to the team, revenue is shared based on allocated stakes, and every advisor’s compensation grows with the team’s collective results. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

What You’ll Do

• Own and grow the plan-sponsor practice. Advise employers on plan design, fiduciary governance, provider selection, and fee benchmarking, and grow the business through intentional networking with centers of influence — CPAs, attorneys, and benefits consultants — in coordination with the Integrated Wealth Alliance Advisor.
• Serve as a fiduciary. Establish investment committees, build defensible investment policy statements, and guide sponsors through the 3(21) vs. 3(38) decision and evolving DOL and SECURE 2.0 requirements.
• Lead RetireReady Education and participant support. Run participant education at sponsor worksites, coordinating Wealth Advisors for delivery, and develop and manage the practice’s participant-support strategy — onboarding support personnel as engagement volume warrants — to improve retirement readiness while opening relationships with participants and executives.
• Lead on corporate benefits. Bring leadership to clients and the team on executive benefits and corporate-owned life insurance (COLI), and integrate or refer to other corporate-benefits providers and solutions when employer needs extend beyond the qualified plan.
• Connect to the wider practice and feed its growth. Hand off business owners and executives to the Wealth Manager, Wealth Planner, and Exit Planning Advisor when a plan relationship reveals broader needs; pass internal referrals and introductions to the Wealth Advisor and other team members as opportunities surface; and support prospect and client events.

What You Bring

• Deep ERISA expertise — qualified plan rules, fiduciary responsibility, non-discrimination testing, and current command of SECURE 2.0 and DOL guidance.
• Fiduciary governance experience — building investment committees and policy statements, and the fluency to explain the 3(21)/3(38) distinction to executives.
• A business development instinct — building referral networks and earning plan-sponsor relationships through consultative advisory, not transactional selling.
• At least five years in retirement plan advisory, benefits consulting, third-party administration, or wealth management (internal advancement from the Wealth Advisor role is also a path).
• Alignment with our Core Values: Faithful Stewardship, Strength in Coordination, Unwavering Integrity, Wisdom and Discernment, and Generational Faithfulness.

Credentials & Licensing

• Bachelor’s or master’s degree in business, finance, accounting, or a related field.
• AIF® required (CPFA®, QPFC, or CRPS® accepted in lieu), or a commitment to earn one within 24 months of hire, with full credential support.
• Series 7 and Series 66 licenses, or obtained within 90 days of hire.
• General Lines – Life, Accident, and Health insurance license preferred, or obtained within 90 days.
• Preferred for additional depth: C(k)P® and QKA®.

Compensation & Benefits

This is one of the practice’s two entry roles, and it carries a base. You earn a base salary of $52,000–$72,000 (set by experience, credentials, geography, and network strength) while building a stake in the team’s shared revenue; your pay is the greater of that base or your stake at the practice’s current payout rate of 40–50%. Advisors who join with a portable book — $30 million in private wealth AUM or $60 million in plan assets — enter with an established stake. Either way, your income grows as the whole team grows. 

Benefits begin on your first day:

• 75% employer-paid medical premiums across all coverage tiers (HDHP bronze, HSA-eligible), plus employer-paid dental and vision
• Employer-paid short- and long-term disability and group term life insurance equal to twice your annual compensation
• 401(k) with dollar-for-dollar match up to 6%, plus profit-sharing, at your one-year anniversary
• Full credential support (AIF®, CRPS®, QKA®, CPFA®, FPQP®), a technology package, corporate athletic club membership, and up to $15,000 in relocation support
• Long-term security built to honor a full career — a tenure-based Retirement Settlement, Emeritus status, and Compassionate Departure protection for your family

Why Palmer Wealth Group™

• Specialist depth, full support. You focus on plan-sponsor advisory while the practice covers compliance, technology, and overhead — so your payout is production income, not gross-before-expenses.
• A natural pipeline. Plan sponsors are business owners and executives; the relationships you build open doors across the practice, not just within the plan.
• A team that travels together. Once a year the practice hosts a multi-day trip bringing advisors, clients, and Alliance partners together — advisor and one guest covered, subject to prior-year profitability.
• A culture of stewardship. Semi-flexible scheduling, benefits from day one, and provisions built to protect people when careers are most vulnerable.

How to Apply

Send a cover letter and resume to info@palmerwealthgroup.com. Every conversation starts the same way: confidentially, without obligation, and focused on whether this is the right fit for where your career is heading.

Palmer Wealth Group™ is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law. Employment is at-will; this posting is provided for recruiting purposes only and does not constitute an offer of employment or a contract. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Palmer Wealth Group™ and Commonwealth Financial Network® are separate entities. Palmer Wealth Group™ does not provide business valuation, tax, accounting, or legal services.

Wealth Advisor

Every client relationship at Palmer Wealth Group™ begins with someone who can build trust long before there is a transaction to discuss. The Wealth Advisor is that person — the practice’s growth engine, responsible for finding the families we are built to serve and earning their confidence. It is also our front door: whether you are launching a career in wealth management or bringing experience without a portable book, this is where you build a stake in something that compounds for the rest of your career.

About Palmer Wealth Group™

Palmer Wealth Group™ is an ensemble wealth management practice in Fort Worth, Texas, serving business owners, executives, and professional practice owners with $5 million to $30 million in investable assets. We operate as a coordinated team of specialists sharing a corporate book: client relationships belong to the team, revenue is shared based on allocated stakes, and every advisor’s compensation grows with the team’s collective results. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

What You’ll Do

• Build the book. Develop and execute the sales strategy that drives the practice’s growth: networking with centers of influence, community and professional organizations, and educational events; running a systematic referral engine; and earning internal referrals from team members, whose client conversations regularly surface introductions to new families.
• Run discovery and proposals. Lead thorough discovery meetings, then translate what you learn into clear, tailored proposals, drawing on comprehensive knowledge of the practice’s products and services to match the right solution to each client — the conversion point where a prospect becomes a client.
• Hand off with care. Once a client comes aboard, coordinate onboarding and a clean handoff to the Wealth Manager, so you stay focused on growth rather than splitting attention between prospecting and portfolio management.
• Cultivate alliance partnerships. Identify potential Integrated Wealth Alliance partners — CPAs, attorneys, insurance specialists, and others — and coordinate their evaluation with the Integrated Wealth Alliance Advisor.
• Measure and improve. Track client experience and Net Promoter Score, and produce quarterly performance reviews that sharpen the team’s business development strategy.

What You Bring

• A relationship orientation — you connect with people naturally, follow up systematically, and earn the trust of high-net-worth clients without high-pressure tactics.
• Discipline and resilience — pipeline rigor, clean CRM habits, and the persistence to work long sales cycles and handle rejection professionally.
• Experienced advisors: a track record in wealth management, financial services sales, or a related client-acquisition role.
• Newer to the field: no prior experience required. Strong candidates bring communication skills, professional presence, coachability, and genuine interest in a wealth management career — internships, relevant coursework, or client-facing work in another industry all count.
• Alignment with our Core Values: Faithful Stewardship, Strength in Coordination, Unwavering Integrity, Wisdom and Discernment, and Generational Faithfulness.

Credentials & Licensing

• Bachelor’s degree. Financial planning, business, finance, or economics backgrounds are valued, but we welcome strong candidates from any field.
• SIE, Series 7, and Series 66 — held, or obtained within 17 weeks of hire, with study support and exam fees covered.
• General Lines – Life, Accident, and Health insurance license, on the same timeline.
• CFP® or ChFC® — experienced advisors hold one; others commit to earning one within 36 months of hire, with full credential support.

Compensation & Benefits

This is an entry pathway with real economics. Your compensation is the greater of a base salary of $52,000–$72,000 (set by experience, credentials, and market) or your stake-based earnings at the team’s current payout rate of 40–50% of net revenue — so as the book you build generates revenue, your pay shifts from salary toward your share of the team’s results. While you complete licensing, compensation is benchmarked to the MIT Living Wage for the Fort Worth area. There is no production draw.

Benefits begin on your first day:

• 75% employer-paid medical premiums across all coverage tiers (HDHP bronze, HSA-eligible), plus employer-paid dental and vision
• Employer-paid short- and long-term disability and group term life insurance equal to twice your annual compensation
• 401(k) with dollar-for-dollar match up to 6%, plus profit-sharing, at your one-year anniversary
• Structured mentorship and business development training, full credential support, a technology package, corporate athletic club membership, and up to $15,000 in relocation support
• Long-term security built to honor a full career — a tenure-based Retirement Settlement, Emeritus status, and Compassionate Departure protection for your family

Why Palmer Wealth Group™

• You learn business development inside a team. Most practices leave new advisors to figure out prospecting alone; here, a team that benefits from your success has every reason to help you win.
• Your income rises with the team. Your stake earns from the whole team’s production, so your pay climbs as the practice grows — and a clear path opens to specialist roles once you have built a qualifying book.
• A team that travels together. Once a year the practice hosts a multi-day trip bringing advisors, clients, and Alliance partners together — advisor and one guest covered, subject to prior-year profitability.
• A culture of stewardship. Semi-flexible scheduling, benefits from day one, and provisions built to protect people when careers are most vulnerable.

How to Apply

Send a cover letter and resume to info@palmerwealthgroup.com. Every conversation starts the same way: confidentially, without obligation, and focused on whether this is the right fit for where your career is heading.

Palmer Wealth Group™ is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law. Employment is at-will; this posting is provided for recruiting purposes only and does not constitute an offer of employment or a contract. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Palmer Wealth Group™ and Commonwealth Financial Network® are separate entities. Palmer Wealth Group™ does not provide business valuation, tax, accounting, or legal services.

Wealth Manager

The best client relationships are built by someone who stays. At Palmer Wealth Group™, the Wealth Manager is that person — the steady hand who turns a financial plan into an implemented portfolio and becomes the client’s trusted point of contact for the long run. If you would rather deepen relationships and sharpen portfolios than spend your week prospecting, this is a role built around what you do best.

About Palmer Wealth Group™

Palmer Wealth Group™ is an ensemble wealth management practice in Fort Worth, Texas, serving business owners, executives, and professional practice owners with $5 million to $30 million in investable assets. We operate as a coordinated team of specialists sharing a corporate book: client relationships belong to the team, revenue is shared based on allocated stakes, and every advisor’s compensation grows with the team’s collective results. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

What You’ll Do

• Own the relationship. Become the primary, ongoing point of contact for private wealth clients once the Wealth Advisor hands off — sustaining trust through responsive, proactive service.
• Implement the portfolio. Translate each financial plan into a fully implemented portfolio — built on the practice’s models and spanning public and private markets, alternatives, insurance, and annuities — and keep it on track through rebalancing, tax-efficient management, and quarterly reviews.
• Integrate the plan. Review the comprehensive financial plan with the Wealth Planner before it reaches the client, confirming the strategy and the portfolio fit together.
• Bring in specialists. Recognize when a client needs commercial wealth services and coordinate warm introductions, while keeping the relationship anchored with you.
• Support growth from within. You won’t prospect, but you’ll help the practice grow from within — consolidating held-away assets and rollovers, surfacing opportunities in client conversations and handing leads and introductions to the Wealth Advisor and other team members, and joining the occasional client or prospect event.
• Collaborate as a peer. Partner with the Wealth Planner — complementary expertise, not a hierarchy — so clients receive unified advice rather than disconnected opinions.

What You Bring

• Investment depth — fluency in model portfolios, rebalancing, and tax-efficient management across traditional and alternative investments, with the judgment to know when customization is warranted.
• Relationship stewardship — the ability to build and hold the trust of high-net-worth clients, explaining strategy in clear language that builds confidence without oversimplifying.
• A collaborative temperament — you contribute expertise while respecting colleagues’ domains and resolve differences constructively.
• At least five years in wealth management or investment advisory (three to four considered with a CFP® or ChFC® and a strong relationship-management record).
• Alignment with our Core Values: Faithful Stewardship, Strength in Coordination, Unwavering Integrity, Wisdom and Discernment, and Generational Faithfulness.

Credentials & Licensing

• Bachelor’s degree.
• CFP® or ChFC® required — candidates who otherwise qualify may commit to earning one within 36 months of hire, with full credential support.
• Series 7 and Series 66 licenses.
• General Lines – Life, Accident, and Health insurance license.
• Strongly preferred: CIMA® or CPWA®; CFA® recognized and welcomed.

Compensation & Benefits

Compensation follows our ensemble model. Client relationships belong to the team’s corporate book, and your pay is your allocated stake in total Private Wealth Team net revenue at the practice’s current payout rate of 40–50%. Advisors who join with a qualifying book ($30 million or more in AUM) enter with an established stake; advisors advancing from the Wealth Advisor role carry their stake with them. As the team’s revenue grows, so does your share.

Benefits begin on your first day:

• 75% employer-paid medical premiums across all coverage tiers (HDHP bronze, HSA-eligible), plus employer-paid dental and vision
• Employer-paid short- and long-term disability and group term life insurance equal to twice your annual compensation
• 401(k) with dollar-for-dollar match up to 6%, plus profit-sharing, at your one-year anniversary
• Full credential support (including CIMA®, CPWA®, and CFA®), a technology package, corporate athletic club membership, and up to $15,000 in relocation support
• Long-term security built to honor a full career — a tenure-based Retirement Settlement, Emeritus status, and Compassionate Departure protection for your family

Why Palmer Wealth Group™

• Depth over prospecting. Client acquisition is the Wealth Advisor’s job; yours is to manage portfolios and relationships well — so your focus stays on the work, not a sales quota.
• A growing denominator. Your stake earns from the whole team’s production, so your income rises as the practice grows, not only as you add clients yourself.
• A team that travels together. Once a year the practice hosts a multi-day trip bringing advisors, clients, and Alliance partners together — advisor and one guest covered, subject to prior-year profitability.
• A culture of stewardship. Semi-flexible scheduling, benefits from day one, and provisions built to protect people when careers are most vulnerable.

How to Apply

Send a cover letter and resume to info@palmerwealthgroup.com. Every conversation starts the same way: confidentially, without obligation, and focused on whether this is the right fit for where your career is heading.

Palmer Wealth Group™ is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law. Employment is at-will; this posting is provided for recruiting purposes only and does not constitute an offer of employment or a contract. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Palmer Wealth Group™ and Commonwealth Financial Network® are separate entities. Palmer Wealth Group™ does not provide business valuation, tax, accounting, or legal services.

Wealth Planner

Behind every confident financial decision is a plan that holds up under scrutiny. At Palmer Wealth Group™, the Wealth Planner builds that plan — the analysis across retirement, tax, estate, and insurance that turns a family’s goals into a clear path. If you are a CFP® who would rather go deep on planning craft than spend your week prospecting, this role is built around your expertise.

About Palmer Wealth Group™

Palmer Wealth Group™ is an ensemble wealth management practice in Fort Worth, Texas, serving business owners, executives, and professional practice owners with $5 million to $30 million in investable assets. We operate as a coordinated team of specialists sharing a corporate book: client relationships belong to the team, revenue is shared based on allocated stakes, and every advisor’s compensation grows with the team’s collective results. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

What You’ll Do

• Author the plan. Build each client’s comprehensive, big-picture financial plan — retirement, tax, and estate planning; insurance and annuities; and executive benefits — modeling scenarios and stress-testing assumptions so the strategy holds up and clients can decide with clarity.
• Lead the annual review. Reassess the full plan against life changes, tax-law shifts, and progress toward goals — distinct from the Wealth Manager’s quarterly investment reviews.
• Integrate with the Wealth Manager. Hand off plans for integration review before client presentations, then co-present — you lead the planning discussion while they address implementation.
• Read the estate documents. Review trusts, wills, powers of attorney, and beneficiary designations to flag what is out of date or in conflict with the plan. You do not draft them; you catch what others miss.
• Draw on the Alliance. Work directly with estate attorneys, CPAs, and insurance specialists on technical questions, and through the Integrated Wealth Alliance Advisor on complex, multi-professional matters.
• Support growth from within. You won’t prospect, but you’ll help the practice grow — surfacing opportunities in client conversations, passing introductions to the Wealth Advisor and other team members, and joining the occasional client or prospect event.

What You Bring

• Planning mastery — deep command across retirement, tax, estate, and education planning, insurance and annuities, and executive benefits, with the analytical skill to model and stress-test the whole picture.
• Software fluency — professional planning platforms (e.g., Right Capital, MoneyGuidePro, eMoney) and dedicated tax tools (e.g., Holistiplan, BNA Income Tax Planner), at equal proficiency.
• Clear communication and emotional intelligence — translating sophisticated analysis into language that empowers decisions, and reading the family dynamics and emotions behind the numbers.
• A collaborative, peer-minded temperament — contributing expertise while respecting colleagues’ domains and resolving differences constructively.
• At least five years in financial planning, wealth management, or a related analytical role (three to four considered with the CFP® and strong evidence of analytical and communication excellence).
• Alignment with our Core Values: Faithful Stewardship, Strength in Coordination, Unwavering Integrity, Wisdom and Discernment, and Generational Faithfulness.

Credentials & Licensing

• Bachelor’s degree.
• CFP® required prior to hire — the defining credential for this role, not a development target.
• Series 7 and Series 66 licenses.
• General Lines – Life, Accident, and Health insurance license.
• Strongly preferred: RICP®, AEP®, or CEPA®.

Compensation & Benefits

Compensation follows our ensemble model. Client relationships belong to the team’s corporate book, and your pay is your allocated stake in total Private Wealth Team net revenue at the practice’s current payout rate of 40–50%. Advisors who join with a qualifying book ($30 million or more in AUM) enter with an established stake; advisors advancing from the Wealth Advisor role carry their stake with them. Planning fees flow into team revenue and lift everyone’s share.

Benefits begin on your first day:

• 75% employer-paid medical premiums across all coverage tiers (HDHP bronze, HSA-eligible), plus employer-paid dental and vision
• Employer-paid short- and long-term disability and group term life insurance equal to twice your annual compensation
• 401(k) with dollar-for-dollar match up to 6%, plus profit-sharing, at your one-year anniversary
• Full credential support (CFP^®, RICP^®, AEP^®, CEPA^®), a technology package, corporate athletic club membership, and up to $15,000 in relocation support
• Long-term security built to honor a full career — a tenure-based Retirement Settlement, Emeritus status, and Compassionate Departure protection for your family

Why Palmer Wealth Group™

• Depth over prospecting. Client acquisition is the Wealth Advisor’s job; yours is planning craft — supporting growth through the introductions that surface in client work, not a sales quota.
• A growing denominator. Your stake earns from the whole team’s production, so your income rises as the practice grows, not only as you add clients yourself.
• A team that travels together. Once a year the practice hosts a multi-day trip bringing advisors, clients, and Alliance partners together — advisor and one guest covered, subject to prior-year profitability.
• A culture of stewardship. Semi-flexible scheduling, benefits from day one, and provisions built to protect people when careers are most vulnerable.

How to Apply

Send a cover letter and resume to info@palmerwealthgroup.com. Every conversation starts the same way: confidentially, without obligation, and focused on whether this is the right fit for where your career is heading.

Palmer Wealth Group™ is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law. Employment is at-will; this posting is provided for recruiting purposes only and does not constitute an offer of employment or a contract. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Palmer Wealth Group™ and Commonwealth Financial Network® are separate entities. Palmer Wealth Group™ does not provide business valuation, tax, accounting, or legal services.