Financial Planner: Wealth Strategy & Client Impact

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, 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.