Financial Advisor

Financial Planner Recruiting, LLC; Dallas (TX); On-site; USD 140,000 - 175,000; Full time

Benefits offered by this job

Mentorship from senior advisor

Boutique, high-end service focus

Job summary

Financial Planner Recruiting, LLC is helping a boutique wealth management firm in Dallas, TX find a seasoned Financial Advisor who can partner with a senior lead advisor and grow into a Lead Advisor role leading a client pod.

The role emphasizes building trust with clients, delivering holistic financial plans, and driving new business while maintaining a premium client experience. Strong licensing and planning tools proficiency are expected.

Qualifications

• Bachelor's Degree is required.
• Series 7 and 66 licenses required.
• 5+ years of wealth management experience in a client-facing advisory role.
• Experience in a planning-centric, relationship-driven environment.
• Familiarity with eMoney and Holistiplan.
• Experience working with LPL platform is strongly preferred.

Responsibilities

• Serve as primary contact alongside a senior advisor for high-net-worth clients.
• Lead portions of client meetings and work toward full ownership.
• Develop comprehensive financial plans across retirement, tax, estate, and investments.
• Collaborate on portfolio strategy and investment implementation.
• Maintain exceptional organization and client experience.

Skills

Client relationship leadership

Financial planning

Wealth management experience

Education

Bachelor's Degree

Tools

eMoney

Holistiplan

LPL platform

Job description

Our client is a boutique wealth management firm in Dallas, TX. They are seeking a high-caliber Financial Advisor with the presence, polish, and ambition to step into a true growth seat. This role is designed for an advisor who will initially operate as a key partner to a senior lead advisor, while being actively developed and positioned to transition into a Lead Advisor role running their own pod.

This is a high-visibility, high-upside opportunity for someone who doesn't view themselves as a long-term #2, but rather as a future #1— who naturally earns trust, commands a room, and is motivated to build and lead.

Key Responsibilities

Client Relationship Leadership

• Serve as a primary point of contact alongside a senior advisor for high-net-worth client relationships
• Lead portions of client meetings, with a clear trajectory toward full ownership
• Build deep, trusted relationships through proactive communication and follow-through

Financial Planning & Strategy

• Develop and deliver comprehensive financial plans across retirement, tax, estate, and investments
• Utilize eMoney for planning and client deliverables
• Leverage Holistiplan for advanced tax analysis and planning strategies
• Partner on portfolio strategy and investment implementation
• Clearly articulate complex strategies in a way that resonates with clients

Growth & Business Development

• Demonstrate strong relationship-building instincts and a natural ability to generate opportunities
• Participate in and gradually lead new client acquisition efforts
• Contribute to the long-term growth of your future client pod
• Ensure a high standard of client experience and operational execution
• Work closely with internal teams and custodial partners (including experience with LPL preferred)
• Maintain exceptional organization, responsiveness, and attention to detail

Qualifications

• Bachelor's Degree (required)
• Series 7 and 66 licenses (required)
• 5+ years of wealth management experience in a client-facing advisory role
• Experience in a planning-centric, relationship-driven environment
• Proficiency with eMoney and Holistiplan
• Experience working within or alongside LPL platform strongly preferred

Who You Are

• Hungry & Ambitious: You're driven to lead and build something of your own
• Polished & Credible: You show up with confidence and professionalism in every interaction
• Natural Connector: You build trust quickly and elevate client relationships
• Proactive & Accountable: You take initiative and operate with ownership
• Future Leader: You want a defined path to becoming a Lead Advisor—and you're ready to earn it

Compensation and Benefits

• Compensation aligned with impact and growth: $140k-175k
• Mentorship from an established senior advisor
• Boutique and high-end white-glove service-oriented