Senior Wealth Advisor: Lead High-Impact Clients

Financial Planner Recruiting Llc; Plano (TX); On-site; USD 85,000 - 200,000; Full time

Benefits offered by this job

Qualified leads

Marketing support with branding and AP

Modern planning software and CRM

Back-office support

Job summary

Financial Planner Recruiting Llc in the Greater Dallas, TX area is seeking a Senior Financial Advisor to join their team. You will lead client relationships, build comprehensive financial strategies, and own an expanding book of business with support from qualified leads, marketing, and top-tier planning technology.

This role offers a strong compensation package starting with an $85,000 base salary plus commissions and an expected Year 1 total compensation of $165,000–$200,000, with uncapped

Qualifications

• 2 years of success in financial services, consultative sales, or another high-performance relationship-driven environment.
• A proven track record of developing new business or growing client relationships.
• Strong communication skills and confidence presenting in person, virtually, and over the phone.
• The ability to navigate sophisticated financial conversations with professionalism and good judgment.
• Comfort using technology, including CRMs, Microsoft Office, and financial planning tools such as eMoney.
• Series 65 or 66.
• Life & Health license, or the ability to obtain it within 60 days.
• Authorization to work in the U.S. without current or future visa sponsorship.

Responsibilities

• Lead discovery conversations to understand each client’s goals, values, priorities, and financial challenges.
• Develop comprehensive strategies across investments, retirement, insurance, tax, and estate planning.
• Guide clients through important financial decisions with clarity and confidence.
• Grow your business through qualified opportunities provided by Peak, referrals, and proactive relationship development.

Skills

Communication skills

Relationship building

Consultative sales

Autonomy

Education

Series 65 or 66

Tools

CRM software

Microsoft Office

eMoney

Job description

Financial Planner Recruiting Llc in the Greater Dallas, TX area is seeking a Senior Financial Advisor to join their team. You will lead client relationships, build comprehensive financial strategies, and own an expanding book of business with support from qualified leads, marketing, and top-tier planning technology.

This role offers a strong compensation package starting with an $85,000 base salary plus commissions and an expected Year 1 total compensation of $165,000–$200,000, with uncapped