Growth-Focused Financial Advisor: Tech-Driven Planning

Socket.dev; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

401K with company contributions

Paid time off

Equity Purchase Program

Life insurance

Job summary

Allworth Financial in Dallas is seeking an experienced wealth advisor to manage a high-volume client base and deliver comprehensive financial planning. You will partner with the Wealth Planning Team to implement integrated strategies across estate, insurance, and tax planning, while maintaining fiduciary standards.

The role emphasizes in-office collaboration, data-driven client engagement, and ongoing professional development.

Qualifications

• CFP® or ChFC® designation is a plus but not required.
• Must have or be willing to obtain Series 65 or 66 (Series 7 and Insurance licenses not required).
• Minimum one to three years of client-facing wealth management or financial planning experience.
• Demonstrated ability to operate independently while collaborating effectively within a team.
• Strong leadership presence with the ability to influence, mentor, and model best practices.
• High emotional intelligence, professionalism, and discretion.
• Thrives in an in-office, team-oriented environment.
• Comfortable managing a high-volume client caseload, with a demonstrated ability to prioritize and stay organized using technology and data.
• Embraces a data-driven, technology-forward approach to client engagement and daily activity management.
• Proficiency with financial planning tools and CRM systems (MoneyGuidePro and Salesforce preferred).

Responsibilities

• Serve as a primary advisor to a high-volume client base, leading discovery conversations and planning discussions.
• Provide ongoing relationship management with sound judgment in complex financial decisions.
• Leverage Allworth tools and platforms to serve a larger client base with personalized service.
• Deliver comprehensive financial planning using Allworth’s framework.
• Collaborate with Wealth Planning Team to develop and present customized plans.
• Integrate Estate, Insurance, and Tax Planning to support holistic outcomes.
• Conduct regular plan reviews to stay aligned with client goals and fiduciary standards.
• Maintain in-office leadership and a collaborative culture.
• Lead by example in professionalism, preparation, and client experience.
• Support team initiatives, mentoring, and knowledge sharing.
• Use CRM-driven cadence to prioritize client engagement based on scoring.
• Maintain high daily activity including calls, meetings, and outreach.
• Adopt new technology and workflows to improve efficiency and client experience.
• Participate in daily huddles and weekly goal-setting sessions.
• Engage with KPI dashboards to track performance.
• Contribute ideas to refine processes and engagement strategies.

Skills

Client leadership

Relationship management

Financial planning

CRM proficiency

Data-driven

Tech-savvy

Mentoring

Team collaboration

Communication

Adaptability

Education

CFP/ChFC designation (preferred)

Series 65 or 66 license

Tools

MoneyGuidePro

Salesforce

Job description

Allworth Financial in Dallas is seeking an experienced wealth advisor to manage a high-volume client base and deliver comprehensive financial planning. You will partner with the Wealth Planning Team to implement integrated strategies across estate, insurance, and tax planning, while maintaining fiduciary standards.

The role emphasizes in-office collaboration, data-driven client engagement, and ongoing professional development.