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Job description
Job Description:
Position Overview
Our client is a boutique wealth management firm in Dallas, TX. They are seeking a high-caliber Financial Advisor with the presence, polish, and ambition to step into a true growth seat. This role is designed for an advisor who will initially operate as a key partner to a senior lead advisor, while being actively developed and positioned to transition into a Lead Advisor role running their own pod.
This is a high-visibility, high-upside opportunity for someone who doesn't view themselves as a long-term #2, but rather as a future #1- who naturally earns trust, commands a room, and is motivated to build and lead.
Key Responsibilities
Client Relationship Leadership
Serve as a primary point of contact alongside a senior advisor for high-net-worth client relationships
Lead portions of client meetings, with a clear trajectory toward full ownership
Build deep, trusted relationships through proactive communication and follow-through
Financial Planning & Strategy Develop and deliver comprehensive financial plans across retirement, tax, estate, and investments
Utilize eMoney for planning and client deliverables
Leverage Holistiplan for advanced tax analysis and planning strategies
Partner on portfolio strategy and investment implementation
Clearly articulate complex strategies in a way that resonates with clients
Growth & Business Development Demonstrate strong relationship-building instincts and a natural ability to generate opportunities
Participate in and gradually lead new client acquisition efforts
Contribute to the long-term growth of your future client pod
Execution & Collaboration Ensure a high standard of client experience and operational execution
Work closely with internal teams and custodial partners (including experience with LPL preferred)
Maintain exceptional organization, responsiveness, and attention to detail
Qualifications Bachelor's Degree (required)
CFP® designation (required)
Series 7 and 66 licenses (required)
5+ years of wealth management experience in a client-facing advisory role
Experience in a planning-centric, relationship-driven environment
Proficiency with eMoney and Holistiplan
Experience working within or alongside LPL platform strongly preferred
Who You Are Hungry & Ambitious: You're driven to lead and build something of your own
Polished & Credible: You show up with confidence and professionalism in every interaction
Natural Connector: You build trust quickly and elevate client relationships
Proactive & Accountable: You take initiative and operate with ownership
Future Leader: You want a defined path to becoming a Lead Advisor-and you're ready to earn it
Compensation and Benefits Compensation aligned with impact and growth: $140k-175k
Mentorship from an established senior advisor
Boutique and high-end white-glove service-oriented
Health insurance
Retirement plan
Generous PTO policy
Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.