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Open nowFirst seen 4 days ago

Wealth Advisor

Financial Planner Recruiting, LLC28 open roles

Pay
$200,000 a year
Where
Dallas, Texas, United States
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Your applicationOpen nowWealth AdvisorFinancial Planner Recruiting, LLC · Dallas, Texas, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Financial Planner Recruiting, LLC's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

The posting

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: Total Compensation around $200k
  • Mentorship from an established senior advisor
  • Boutique and high-end white-glove service-oriented
  • Health insurance
  • Retirement plan
  • Generous PTO policy
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One press. We do the rest.

  1. A CV for this posting

    Written against Financial Planner Recruiting, LLC's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Financial Planner Recruiting, LLC's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

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