Financial Advisor

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 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) 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 #J-18808-Ljbffr Financial Planner Recruiting, LLC