Financial Advisor

Compensation & Incentives Base Salary: $75,000 – $120,000 annually (depending on experience) Discretionary year-end profit sharing Restricted equity units granted at hire Accelerated pathway to Partner-level ownership Benefits & Financial Wellbeing 100% employer-paid medical, dental, and vision coverage 401(k) with 100% match up to 3% Equity ownership opportunities New business incentive program Cell phone reimbursement Discounted financial planning services for employees and immediate family Time Off & Flexibility Minimum 3 weeks PTO starting Day 1 Winter break, Summer Friday flex-days, and 10 paid holidays Unlimited volunteer time off + company matching donations Growth & Development 100% reimbursement for certifications, licensing, and professional dues Professional coaching and leadership development programs Emotional intelligence and leadership training Annual professional & personal wellbeing stipend Culture & Community Quarterly team-building events and regular social gatherings Employee-led groups, book clubs, and committees Collaborative, team-oriented environment focused on growth and impact Family & Life Milestones Paid parental leave (13 weeks for birthing parent, 6 weeks for non-birthing parent) Adoption assistance Anniversary milestone rewards, including a 3-month paid sabbatical at 10 years About the Role We are seeking a Financial Advisor (CFP®) to join a growing, client-focused wealth management team in Dallas, TX. This role is ideal for a driven professional who is passionate about delivering comprehensive financial planning and building long-term client relationships. As an Advisor, you will lead client engagements, develop strategic financial plans, and collaborate with internal specialists across investment, tax, and estate planning functions. You’ll play a key role in both client experience and team leadership. Key Responsibilities Serve as a primary point of contact for client communications Develop and present comprehensive financial plans and investment strategies Analyze client portfolios and recommend strategic and tactical adjustments Prepare detailed deliverables (cash flow analysis, asset allocation, long-term planning strategies) Lead client meetings and manage follow-up execution Oversee portfolio rebalancing, trading activity, and implementation Collaborate with internal specialists in tax, estate, and investment planning Mentor junior team members and contribute to team development Ensure accurate documentation and tracking within CRM systems Manage multiple client relationships while prioritizing competing demands Qualifications & Requirements 4+ years of experience in financial planning or wealth management One of the following designations required: CFP®, CPA, CFA, or JD Strong proficiency in Microsoft Office (Excel, Word, Outlook) Excellent analytical, organizational, and problem-solving skills Exceptional communication and interpersonal abilities Proven ability to manage multiple priorities in a fast-paced environment High level of integrity, professionalism, and attention to detail What We’re Looking For A proactive, self-driven professional who takes ownership A collaborative team player with leadership potential Someone passionate about helping clients achieve long-term financial success A strong communicator who builds trust and lasting relationships #J-18808-Ljbffr S Piper Staffing LLC