Financial Planner

Strata Wealth Advisors, LLC; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) match

Medical, dental and vision

HSA

FSA

Education reimbursement

Paid time off

Holidays

Volunteer time off

Parental leave

Job summary

Strata Wealth Advisors, LLC in Dallas, TX, is seeking a full-time Financial Planner to support Wealth Advisors with data gathering, planning models, proposals, and client presentations. The role strengthens technical expertise across wealth management while collaborating in a team-driven culture.

The ideal candidate has CFP credentials or CFP exam progress, 2–5 years of planning experience, and proficiency with planning software and Office tools.

Qualifications

• CFP designation preferred or a passed CFP Exam plus Series 65 or 66 license.
• 2–5 years of experience in financial planning or related field.
• Working knowledge of financial planning software (eMoney, Holistiplan, Orion).
• Proficient with Microsoft Office.
• Strong verbal and written communication skills.
• Highly organized, detail-oriented, and able to manage multiple priorities.

Responsibilities

• Gather and analyze data from clients and prospects.
• Create financial plan models, case designs, scenarios, and presentations for Wealth Advisors.
• Prepare engagement proposals, plan reviews, and other meeting materials.
• Apply financial planning concepts and conduct research on planning topics as needed.
• Prepare for, participate in (as appropriate), and debrief Wealth Advisor client meetings.
• Review and summarize client legal documents in collaboration with the Director of Financial Planning.
• Assist with the creation of estate flows and fiduciary/directive summaries.
• Work with Wealth Advisor on client plan implementation action items and track them in the firm’s client relationship management tool.
• Coordinate client requests and provide technical support to Wealth Advisors.

Skills

Strong communication

Organized

Detail oriented

Collaborative mindset

Self-starter

Technology aptitude

Education

CFP designation or CFP Exam + Series 65/66

Tools

eMoney

Holistiplan

Orion

Microsoft Office

Job description

Strata Wealth Advisors is an independent wealth management firm in Dallas, Texas that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and families. Our comprehensive approach empowers clients to secure their financial future, providing long-term stability and enduring piece of mind.

Position

Strata Wealth Advisors is looking for a full-time Financial Planner to join our team.

At Strata, we believe in the power of IQ Compounding™—bringing together insight, discipline, and collaboration to create lasting impact for our clients. Financial Planners play a vital role in this process by providing technical and analytical support to our Wealth Advisors, who lead our client relationships.

As a Financial Planner, you will work behind the scenes to gather and analyze client data, develop financial planning models, prepare proposals and presentations, and support the implementation of client strategies. You’ll collaborate closely with the Financial Planning team, Wealth Advisors, and other departments to ensure a seamless client experience.

This role offers the opportunity to strengthen your technical expertise, deepen your knowledge across all areas of wealth management, and contribute to firm-wide initiatives.

The ideal candidate is a positive, friendly person who is passionate about helping others; a good communicator, self-starter, reliable, organized, and eager to continue in their professional development. This position requires the ability to work well in both a self-directed manner and in a collaborative team environment while embracing the firm’s core values.

The Associate Financial Planner reports to the Director of Financial Planning.

Qualifications

• CFP® designation preferred, or a passed CFP Exam plus Series 65 or 66 license.
• 2–5 years of experience in financial planning or a related field that provided a strong foundation in financial planning concepts.
• Working knowledge of financial planning software, including eMoney and Holistiplan, with the ability to develop and analyze client financial plans.
• Proficient with Microsoft Office.
• Experience with industry software (e.g., eMoney, Holistiplan, Orion) a plus.
• Strong verbal and written communication skills, with the ability to clearly explain complex ideas.
• Comfortable and confident communicating directly with clients, both in person and virtually.
• Highly organized, detail-oriented, and able to manage multiple priorities efficiently and accurately.
• Demonstrated professionalism, ethics, and integrity in all interactions.
• A collaborative mindset with a desire to learn, grow, and contribute to the long-term success of our clients and firm through the principles of IQ Compounding™.

Responsibilities

• Gather and analyze data from clients and prospects.
• Create financial plan models, case designs, scenarios, and presentations for Wealth Advisors.
• Prepare engagement proposals, plan reviews, and other meeting materials.
• Apply financial planning concepts and conduct research on planning topics as needed.
• Prepare for, participate in (as appropriate), and debrief Wealth Advisor client meetings.
• Review and summarize client legal documents in collaboration with the Director of Financial Planning
• Assist with the creation of estate flows and fiduciary/directive summaries.
• Work with Wealth Advisor on client plan implementation action items and track them in the firm’s client relationship management tool.
• Coordinate client requests and provide technical support to Wealth Advisors.

Process & Reporting

• Create and update charts, investment reports, and quarterly statements for reviews.
• Assist in building and maintaining company workflows and processes.
• Collaborate with the Financial Planning team and other teams to improve firm processes.

Professional Development & Firm Contribution

• Participate in team and financial planning strategy meetings.
• Contribute to firm-wide projects and strategic initiatives.
• Pursue opportunities to advance knowledge in financial planning and related areas.
• Competitive compensation structure tied to skills and experience with room for financial growth as you master your role.
• 5% 401(k)/match
• Medical, dental and vision - core benefits package
• HSA account with employer contribution each payroll
• FSA program
• Supplemental offerings
• Education reimbursement (with team leader approval)
• Starting at 4 weeks of paid time off and 12 paid holidays
• Volunteer time off
• Parental leave