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
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
- 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
- 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
- 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
- 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 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
Wealth Advisor in dallas at Unknown Company
This position is listed as full time and onsite.