Financial Planner/Wealth Advisor

Strata Wealth Advisors, LLC; Dallas (TX); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) match

Medical insurance

Dental insurance

Vision insurance

HSA with employer contributions

FSA program

Education reimbursement

Paid time off

Job summary

Strata Wealth Advisors, LLC in Dallas seeks a Financial Planner / Wealth Advisor to support mid- to high-complexity clients and lead select relationships.

You will gather data, build planning models, prepare proposals, and collaborate with the Planning team to deliver tailored advice and coordinated implementation.

Qualifications

• 5-7+ years of experience in financial planning, wealth advisory, or related field.
• Experience running client meetings and managing client relationships.
• Proficient with Microsoft Office; experience with industry software such as Redtail and Orion is a plus.
• Strong verbal and written communication; ability to explain complex ideas clearly to clients and colleagues.
• Highly organized, detail-oriented, and able to manage multiple priorities.
• Demonstrated professionalism, ethics, and integrity in all interactions.
• Collaborative mindset with a desire to learn, grow, and contribute to client and firm success.

Responsibilities

• Analyze client and prospect data to support the financial planning process.
• Develop financial planning models, case designs, scenarios, estate flows, and fiduciary summaries.
• Prepare engagement proposals, plan reviews, presentations, and investment reports.
• Lead select client relationships within the service model, providing personalized advice and service.
• Prepare for and participate in client meetings, addressing needs and follow-ups.
• Oversee plan implementation items and track progress in the CRM tool.
• Grow client relationships by identifying planning opportunities and referrals.
• Mentor Financial Planners and Associate planners to support professional growth.

Skills

Financial planning

Client meetings

MS Office

Communication skills

Organizational skills

Professional ethics

Collaboration

Tools

Redtail

Orion

Job description

Strata Wealth Advisors is an independent wealth management firm located in Dallas, TX,

specializing in helping affluent individuals and families navigate the financial, tax, estate, and

business complexities of wealth. Through comprehensive planning and coordinated advice,

we empower clients to make informed decisions, simplify complexity, and build secure

foundations for joyful living.

Position

Strata Wealth Advisors is currently interviewing for a Financial Planner / Wealth Advisor to join

our Dallas team in a hybrid capacity that blends technical planning expertise with direct

client relationship management.

At Strata, we believe in the power of IQ Compounding bringing together insight, discipline,

and collaboration to create lasting impact for our clients. In this role, you will both provide the

technical and analytical planning support that underpins every client strategy and take an

active role in leading and growing client relationships, designing, implementing, and

coordinating all phases of the financial and investment planning process.

You’ll start by supporting our mid- to high-complexity clients behind the scenes by gathering

and analyzing client data, developing financial planning models, and preparing proposals

and presentations. Over time, you’ll grow into leading select client relationships within a

defined service model, delivering advice, overseeing implementation, and building long-term

trust directly with clients. Throughout, you’ll collaborate closely with the Financial Planning

team, other Wealth Advisors, and other departments to help ensure a seamless client

experience.

This role offers the opportunity to deepen your technical expertise across all areas of wealth

management while also developing the client-facing and business-development skills

needed to lead relationships 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 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.

This position reports to the Director of Financial Planning.

Key Qualifications

• 5-7+ years of experience in financial planning, wealth advisory, or a related field, with a robust understanding of financial planning concepts (specific level based on role scope, and client-facing responsibilities).
• Has experience in running client meetings
• Proficient with Microsoft Office; experience with industry software (e.g., Redtail, Orion) a plus.
• Strong verbal and written communication skills, with the ability to clearly explain complex ideas to clients and colleagues.
• 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

• Analyze client and prospect data to support the financial planning process.
• Develop financial planning models, case designs, scenarios, estate flows, fiduciary/directive summaries, and related analyses.
• Prepare engagement proposals, plan reviews, presentations, investment reports, quarterly review materials, and other client deliverables.
• Apply financial planning concepts, conduct research on planning topics, and review client legal documents in collaboration with the Director of Financial Planning.
• Lead select client relationships within the firm's defined client service model, providing personalized, high-quality advice and service.
• Prepare for, participate in, and debrief client meetings, ensuring client needs, questions, and follow-up items are addressed.
• Formulate and implement customized financial advice, coordinating all phases of the financial and investment planning process.
• Oversee plan implementation action items, delegate tasks as appropriate, and track progress in the firm's client relationship management tool.
• Grow existing client relationships by identifying planning opportunities, providing tailored solutions, and seeking appropriate referrals.
• Mentor and train Financial Planners and Associate Financial Planners, sharing technical knowledge and client-facing best practices to support their professional growth.
• 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 a monthly employer contribution
• FSA program
• Supplemental offerings
• Education reimbursement (with team leader approval)
• 4 weeks of paid time off and 12 paid holidays
• Volunteer time off
• Parental leave