Financial Advisor

Financial AdvisorOur client is a boutique wealth management firm in Dallas, Texas. 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 ResponsibilitiesServe as a primary point of contact alongside a senior advisor for high-net-worth client relationshipsLead portions of client meetings, with a clear trajectory toward full ownershipBuild deep, trusted relationships through proactive communication and follow-throughDevelop and deliver comprehensive financial plans across retirement, tax, estate, and investmentsUtilize eMoney for planning and client deliverablesLeverage Holistiplan for advanced tax analysis and planning strategiesPartner on portfolio strategy and investment implementationClearly articulate complex strategies in a way that resonates with clientsDemonstrate strong relationship-building instincts and a natural ability to generate opportunitiesParticipate in and gradually lead new client acquisition effortsContribute to the long-term growth of your future client podEnsure a high standard of client experience and operational executionWork closely with internal teams and custodial partners (including experience with LPL preferred)Maintain exceptional organization, responsiveness, and attention to detailQualificationsBachelor's Degree (required)CFP® designation (required)Series 7 and 66 licenses (required)5+ years of wealth management experience in a client-facing advisory roleExperience in a planning-centric, relationship-driven environmentProficiency with eMoney and HolistiplanExperience working within or alongside LPL platform strongly preferredWho You AreHungry & Ambitious: You're driven to lead and build something of your ownPolished & Credible: You show up with confidence and professionalism in every interactionNatural Connector: You build trust quickly and elevate client relationshipsProactive & Accountable: You take initiative and operate with ownershipFuture Leader: You want a defined path to becoming a Lead Advisor—and you're ready to earn itCompensation and BenefitsCompensation aligned with impact and growth: $140k-175kMentorship from an established senior advisorBoutique and high-end white-glove service-orientedHealth insuranceRetirement planGenerous PTO policy