Financial Advisor

Title: Financial Advisor (CFP, CPA, CFA, or JD)

Location: Dallas, TX

Type: Full-time | Perm | On-site

Base Salary Range: $75k - $120k/annually, depending on experience

Compensation & Incentives:

• Discretionary Year-End Profit Sharing
• Discretionary Incentive Bonuses
• Restricted Equity Units, Granted at the Time of Hire
• Accelerated Pathway to Partner-Level Ownership in the Firm

Benefits & Financial Wellbeing:

• Medical, Vision, Dental & Disability Insurance (100% Employer-Paid)
• 401(k) Plan Match
• Equity Ownership Opportunities
• New Business Incentive Program
• Employee Referral Bonuses
• Cell Phone Reimbursement
• Discounted Financial Planning Services (for Employees & Immediate Family)

Time Off & Flexibility:

• Minimum of 3 Weeks of Paid Time Off (PTO) Starting on Day 1
• Winter Break, Summer Friday Flex-Days & 10 Paid Holidays
• Unlimited Volunteer Time Off
• Company Matching Donations
• Commuter/Transit Subsidies

Growth & Development:

• 100% Reimbursement for Certifications, Licensing & Professional Dues
• Personalized Career Development Plans
• Professional Coaching & Leadership Development Programs
• Emotional Intelligence & Leadership Training
• Annual Professional & Personal Wellbeing Stipend

Culture & Community:

• Quarterly Team-Building Events & Regular Social Gatherings
• Employee-Led Groups, Book Clubs & Committees
• Collaborative, Team-Oriented Environment focused on Growth & Impact

Family & Life Milestones:

• Paid Paternal Leave (13 weeks for birthing parent, 6 weeks for non-birthing parent)
• Adoption Assistance Program
• Anniversary Milestone Rewards, including a 3-Month Paid Sabbatical at 10 Years

About the Role:

We are seeking a talented, driven, Financial Advisor (CFP®, CFA, or JD) to join a leading, rapidly growing wealth management firm in Dallas, TX! This role is ideal for an experienced professional who is passionate about delivering comprehensive financial planning to clients 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 trust and estate planning functions. You will 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 to clients, including high net-worth individual clients, their families, and their closely held businesses
• 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:

• Must have one of the following certifications/licenses/designations: CFP, CPA, CFA, or JD
• Bachelor’s Degree is required
• Master's in Taxation is preferred
• 4 years of experience in wealth management, financial planning, and client consulting
• Several years of experience working directly with high net-worth individual clients with assets exceeding $3M, their familes, and their closely held businesses, including advising them on trust, estate, and retirement planning
• Strong proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint
• Excellent analytical, organizational, and problem-solving skills
• Exceptional written, verbal, and interpersonal communication skills and presentation abilities
• Proven ability to manage multiple priorities in a fast-paced, sometimes deadline-driven environment
• High level of integrity, professionalism, and attention to detail
• Proactive, self-driven professional who takes ownership
• Collaborative team player with strong leadership potential
• Someone passionate about helping clients achieve long-term financial goals and success
• Strong communicator who builds trust and lasting relationships with clients and co-workers