Careers with Bisdorf Palmer Group
We’d love to have you on our team!
Shape the Future of Wealth Management
At Palmer Wealth Group, we’re pioneering a new era in wealth management excellence. We’re seeking exceptional professionals who share our vision of creating enduring prosperity through integrated wealth leadership.
Our approach moves beyond traditional wealth management. We operate as a collaborative ensemble of specialists, each bringing unique expertise to serve sophisticated clients. Through our innovative Virtual Family Office Network and proprietary Integrated Legacy Framework™, we’re transforming how multi-generational wealth is preserved, grown, and transferred.
Working with us means joining a forward-thinking team that values excellence in partnership, unwavering integrity, innovative solutions, enduring relationships, and a legacy-focused mindset.
Join Our Team
Wealth Planner
The Wealth Planner develops comprehensive financial plans and leads annual reviews, using their expertise to create actionable strategies while collaborating across the team.
Wealth Advisor
The Wealth Advisor drives growth by targeting high-net-worth clients through events, partnerships, and strategic networking, aiming for 15% annual asset growth while maintaining collaborative team relationships.
Wealth Manager
The Wealth Manager oversees client portfolios and relationships, serving as the team’s expert on investments and insurance while conducting quarterly reviews and supporting financial planning implementation.
Benefits and Culture
Excellence in Partnership
Our Fort Worth office serves as the primary hub for our innovative wealth management model, offering a sophisticated hybrid work environment that prioritizes collaboration while providing flexibility.
We invest in our team’s success through:
– Advanced technological infrastructure supporting portfolio management
– Professional development support for certifications
– Opportunity to shape the future of wealth management alongside industry experts
– Collaborative specialist model that transcends traditional individual book-building
Our culture emphasizes genuine partnership, both within our ensemble teams and with clients. We maintain the highest professional standards while fostering an environment of innovation and continuous learning.
We’d love to have you on our team!
Send Your Resume.
Thank you for taking the time to apply to Bisdorf Palmer. We are genuinely excited to consider your application. As an ensemble practice dedicated to expertly serving a sub-ultra-high-net-worth clientele with intricate financial needs, we understand the importance of building a team of exceptional advisors.
At Bisdorf Palmer, we are committed to excellence and financial success. Our ideal candidates are those who are not only driven to achieve outstanding results but also prioritize doing the right thing for each client.
We believe in fostering a collaborative environment where every team member contributes to our collective success. We look forward to the possibility of you joining our team and helping us continue to provide unparalleled service to our clients. Thank you once again for your interest in becoming a part of Bisdorf Palmer.
Wealth Planner
About Bisdorf Palmer, LLC
Bisdorf Palmer, LLC is an emerging and independent ensemble practice of specialized advisors. Combining individual skills, the firm shares stewardship over client relationships and leverages collective talent to achieve business goals. With a team of dedicated CFP®/ChFC® advisors, the firm provides sophisticated portfolio management, business advisory solutions, and virtual multi-family office services, all meticulously designed to meet the unique requirements of high-net-worth business owners. The firm and its clients find opportunities for growth, prosperity, and meaningful success through this collaborative approach.
Prime Directive
Opportunity
Core team members will gain valuable experience in a collaborative and flexible environment. Other benefits and opportunities related to this position include:
• Working in an environment that encourages professional development and embraces new ideas
• Being an integral part of a growing team and having a flexible schedule
• Working with a variety of clients with complex financial needs
• Drafting financial plans with few conflicting demands
About the Position
As a vital member of the team, the Wealth Planner builds personalized one-on-one relationships with clients to assist them in defining their financial goals and developing comprehensive financial plans that tackle every challenge and opportunity, thus helping them achieve their financial objectives. Chief duties:
- Enhance your expertise as a financial planner by staying updated with the CE requirements of your CFP® or ChFC® certification and actively pursuing new educational programs and learning opportunities to become the go-to financial expert across various domains and planning software within the team.
- Develop holistic financial plans tailored to each client’s unique financial situation. Provide expert guidance on achieving short- and long-term financial goals, such as saving for education, planning for retirement, and optimizing tax and insurance strategies. Build meaningful client relationships to instill confidence in their financial present and ensure a more secure tomorrow.
- Supervise and spearhead the Annual Review process in collaboration with the Wealth Manager, delivering financial advice and recommendations for financial planning, presenting completed financial plans to the Wealth Manager for the final review, delivering finalized plans to clients, and facilitating introductions to other team members as necessary.
- Support business growth by working alongside other team members, assisting with client events, facilitating introductions, collaborating closely with virtual family office partners, and promoting our private and commercial wealth management, virtual family office, and business advisory services.
Responsibilities
- Schedule Annual client reviews in collaboration with the Wealth Manager.
- Effectively communicate the value of financial plans and financial planning.
- Sell financial plans and oversee the process of collecting payment.
- Conduct purposeful and inspiring planning meetings with clients.
- Proactively communicate with clients throughout the planning process.
- Collaborate professionally with client’s advisors and our virtual family office partners.
- Create thorough financial plans using the team’s financial planning software (RightCapital or MoneyGuide Pro) and Microsoft Word and Excel.
- Condense all recommendations from the financial plans into concise action plans for the client and the Wealth Manager.
- Collaborate with the Wealth Manager to review finalized plans before proceeding with client Plan Presentation meetings.
- Share ideas for improving planning templates, processes, and resources for consideration by Bisdorf Palmer.
- Support client acquisition by proactively identifying and facilitating introductions to the Wealth Advisor, Retirement Plan Advisor, and Business Advisor where possible.
- Assist the Wealth Advisor and Vice President of Business Advisory and Family Office Solutions in identifying, qualifying, and reviewing current and potential Virtual Family Office partners.
- Assist the Wealth Advisor with events by contributing ideas, offering feedback, and occasionally participating.
- Participate in and support the Vice President of Business Advisory and Family Office Solutions in planning and leading productive Family Office meetings as needed.
- Utilize the CRM system thoughtfully to record recommendations, decisions, and future actions.
Qualifications and Skills
- Bachelor’s Degree and completion of CFP® (or ChFC®) coursework and current ability to use designation
- Series 7 & 66 (or 63 and 65) (not required)
- Life, Accident, and Health Insurance License (not required)
- Possess at least three years of hands-on experience engaging with clients in a financial advisory role.
- Consulting – The ability to communicate clearly, provide effective guidance, and present technical information in a manner appropriate for clients and stakeholders; empower clients to make informed decisions.
- Emotional Intelligence – The ability to establish trust with clients by demonstrating empathy, sensitivity, and commitment to client well-being.
- Coaching – The ability to assist clients in setting appropriate financial goals and proactively facilitate goal-attainment; encourage and assist clients in making healthy financial choices and manage emotions.
- Client Advocacy – The ability to lead, coordinate, and monitor work across a team of allied financial professionals; demonstrate accountability for acting in clients’ best interests.
- Integrity – The ability to achieve high standards of ethical conduct, fulfill the fiduciary duty, and uphold the Code of Ethics and Standards of Conduct; treat clients, prospective clients, fellow professionals, and others with dignity, courtesy, and respect.
- Professionalism – Demonstrate commitment to professional excellence, to clients, to CFP board, and to continual learning.
- Financial Needs Analysis – The ability to effectively gather information to identify and prioritize clients’ financial needs and goals.
- Financial Advice – The ability to develop and optimize financial solutions to underlying client needs and circumstances; formulate objectives and create action plan.
- Technological Savvy – The ability to effectively select and use financial planning software, mathematical modeling, and simulation tools and techniques to support financial scenario planning and reporting.
- Cultivate strong communication abilities encompassing verbal, written, and listening skills.
- Pay attention to details to craft exceptional financial plans, reduce errors, and ensure the accuracy of financial reports.
- Leverage organizational skills in recordkeeping, scheduling, time management, and systematically gathering and presenting information. Diligently use CRM to document client conversations and tasks to enhance efficiency and avoid client confusion.
- Collaboration skills are vital for establishing solid partnerships with clients, other advisors, virtual family office partners, and members of the ensemble practice.
- Committed to nurturing curiosity and embracing lifelong learning to stay relevant and adapt to new technology, techniques, and insights for ongoing growth and success.
- Possess and cultivate an advanced proficiency in utilizing financial planning software.
- Proficient in using computers and Office 365, particularly Excel, Outlook, PowerPoint, Teams, and Word applications.
Compensation & Benefits
- Attractive salary based on experience with bonus opportunities tied to team growth
- Assistance for professional accreditation, continuing education requirements, and other educational or training opportunities
- Semi-Flexible work options
- Onboarding transfer bonus opportunity linked to transferring client AUM upon joining the team
- Complete coverage of employee medical, dental, and vision premiums
- 401(k) plan with a 100% match up to 6% and profit-sharing
Next Steps
Wealth Advisor
About Bisdorf Palmer, LLC
Prime Directive
Opportunity
Core team members will gain valuable experience in a collaborative and flexible environment. Other benefits and opportunities related to this position include:
- Working in an environment that encourages professional development and embraces new ideas
- Being an integral part of a growing team and having a flexible schedule
- Working with a variety of clients with complex financial needs
- Developing a strategic growth plan for your team to target and attract high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients
About the Position
As a critical team member, the Wealth Advisor spearheads and supervises a holistic organic growth strategy to
achieve a minimum 15% annual growth rate by targeting, identifying, and attracting HNW and UNHW clients
through external and internal strategy. Chief duties:
- Develop an impactful and inclusive sales process tailored to attract HNW and UHNW clients from external sources like prospect events and internal sources such as referrals and introductions. Implement this process to foster collaboration among team members without compromising their Prime Directives.
- Establish and cultivate robust VFO partnerships with the Vice President of Business Advisory and Family Office and other team members.
- Incorporate high-impact seminars, presentations, continuing education, and client events into your comprehensive growth strategy. Plan, host, and present these events with deliberate follow-through and consideration for the schedules of other team advisors when their participation is necessary.
- Manage the team’s travel program to create opportunities for building relationships with clients, their friends and family, family office partners, centers of influence, and prospects.
Responsibilities
- Develop an impactful and inclusive sales process tailored to attract HNW and UHNW clients from external sources and internal sources.
- Provide training and support to the team of advisors to effectively identify referral opportunities, communicate those opportunities to you, and take ownership of securing introductions.
- Strive to achieve a minimum annual net new AUM growth of at least 15%.
- Collaborate with the Vice President of Business Advisory and Family Office to develop a standardized process for identifying outstanding potential VFO partners. This process will involve input and evaluation from the Wealth Manager and Wealth Planner, as well as communication of our value proposition, negotiation of mutually beneficial working relationships, documentation of roles and responsibilities among partners, and management of any required paperwork to formalize these relationships.
- Set up a regular schedule of meetings with VFO partners to foster and enhance relationships and engage with their clients to understand their requirements, identify services we can offer, and attract HNW and UHNW clients. Work collaboratively with our VFO partners to provide these services.
- When planning seminars and similar events, they should be impactful, meticulously planned, and backed by a clear strategy for follow-up.
- As the public face of the team, consciously convey professionalism, competence, and integrity, while also advocating for the skills and services of your team of advisors.
- Conduct compelling and impactful Inquiry, Discovery, and Partnership meetings which incorporate financial planning with potential clients to attract and convince them to trust us with their assets and aspirations.
- Identify opportunities to facilitate introductions within the team as well as our VFO partners.
- Oversee the team’s travel program by seeking input from the team on future travel destinations, promoting team involvement, and inviting prospects, clients, and VFO partners to join us on vacations.
- Nurture relationships with wholesalers and investment partners to offer expertise, presentation concepts, and financial support for seminars, events, and our travel program.
- Participate in and support the Vice President of Business Advisory and Family Office in planning and leading productive Family Office meetings as needed.
- Utilize the CRM system thoughtfully to record recommendations, decisions, and future actions.
Qualifications and Skills
- Bachelor’s Degree and completion of CFP® (or ChFC®) coursework and current ability to use designation
- Series 7 & 66 (or 63 and 65) (not required)
- Life, Accident, and Health Insurance License (not required)
- Possess at least three years of hands-on experience engaging with clients in a financial advisory role.
- Consulting – The ability to communicate clearly, provide effective guidance, and present technical information in a manner appropriate for clients and stakeholders; empower clients to make informed decisions.
- Emotional Intelligence – The ability to establish trust with clients by demonstrating empathy, sensitivity, and commitment to client well-being (CFP Board).
- Coaching – The ability to assist clients in setting appropriate financial goals and proactively facilitate goal-attainment; encourage and assist clients in making healthy financial choices and manage emotions (CFP Board).
- Client Advocacy – The ability to lead, coordinate, and monitor work across a team of allied financial professionals; demonstrate accountability for acting in clients’ best interests (CFP Board).
- Integrity – The ability to achieve high standards of ethical conduct, fulfill the fiduciary duty, and uphold the Code of Ethics and Standards of Conduct; treat clients, prospective clients, fellow professionals, and others with dignity, courtesy, and respect (CFP Board).
- Professionalism – Demonstrate commitment to professional excellence, to clients, to CFP board, and to continual learning (CFP Board).
- Financial Needs Analysis – The ability to effectively gather information to identify and prioritize clients’ financial needs and goals (CFP Board).
- Financial Advice – The ability to develop and optimize financial solutions to underlying client needs and circumstances; formulate objectives and create action plans (CFP Board).
- Technological Savvy – The ability to effectively select and use financial planning software, mathematical modeling, and simulation tools and techniques to support financial scenario planning and reporting (CFP Board).
- Cultivate strong communication abilities encompassing verbal, written, and listening skills.
- Ability to identify financial needs, brainstorm and create impactful solutions for prospect requirements, and facilitate introductions to other team members and VFO partners.
- Proficient in creating and editing PowerPoint presentations, experienced in event hosting and public speaking, adept at educating, and quick-thinking.
- Leverage organizational skills in recordkeeping, scheduling, time management, and systematically gathering and presenting information. Diligently use CRM to document client conversations and tasks to enhance efficiency and avoid client confusion.
- Collaboration skills are vital for establishing solid partnerships with clients, other advisors, virtual family office partners, and members of the ensemble practice.
- Committed to nurturing curiosity and embracing lifelong learning to stay relevant and adapt to new technology, techniques, and insights for ongoing growth and success.
- Possess and cultivate an advanced proficiency in utilizing financial planning software.
- Proficient in using computers and Office 365, particularly Excel, Outlook, PowerPoint, Teams, and Word applications.
Compensation & Benefits
- Attractive salary based on experience with bonus opportunities tied to team growth
- Assistance for professional accreditation, continuing education requirements, and other educational or training opportunities
- Semi-Flexible work options
- Onboarding transfer bonus opportunity linked to transferring client AUM upon joining the team
- Complete coverage of employee medical, dental, and vision premiums
- 401(k) plan with a 100% match up to 6% and profit-sharing