What are the responsibilities and job description for the Client Relationship Advisor position at Sullivan Financial Partners?
Client Relationship Advisor | Sullivan Financial Partners | Southlake, TX
Who We Are
At Sullivan Financial Partners, we've built more than a firm. We've created a movement. We empower clients and advisors to think bigger, dream bigger and live more intentionally.
Our team guides clients through The Confident Retirement Journey™, a holistic planning process designed to bring clarity, confidence and freedom.
We are growing, and we are intentional about how we grow. Right now, we're looking for an advisor who loves the relationship side of this business: someone who earns deep trust with existing clients, runs excellent reviews, and helps those families make the most of everything we offer.
This Role Is for Two Kinds of Advisors
- A junior or associate advisor ready for more. You've been in client meetings, you've run reviews or parts of appointments, and you're ready to own client relationships and be paid for the growth you create.
- An experienced advisor who wants to serve a book, not chase new prospects. You're good with clients and want to do meaningful work with an established book, without the pressure of closing new business every week.
Why You'll Thrive Here
- An established book of client households to serve and grow from day one, with no cold prospecting
- Sitting in on appointments alongside the founder, where you'll see our process run at a high level
- A proven planning and client process with full operations and service support
- Base salary plus production-based pay for the assets you help clients bring to us
- High standards, transparency, trust and accountability in a team-based, high-performance culture
What You'll Do
- Sit in on prospect and client appointments with the founder: support the meeting, take ownership of follow-through, and build the relationship from day one
- Run annual and periodic review meetings with our current clients
- Uncover and act on opportunities to grow existing relationships: held-away assets, rollovers, spouse and family accounts, income planning and protection needs
- Deliver strategies across retirement income, investments, tax, healthcare and legacy
- Be the trusted, go-to advisor clients call when life changes
- Meet clear activity standards for reviews and client conversations, reviewed weekly
- Partner with our planning, operations and onboarding teams to deliver a consistent, high-quality client experience
What We're Looking For
- Series 65, or Series 7 & 66, and an active Life & Health insurance license (required)
- Experience running client appointments, such as reviews, planning meetings or parts of first and second appointments, as a junior advisor, associate advisor, service advisor or similar role (required)
- Comfort recommending solutions and asking clients to act when it's in their best interest
- Strong organization and follow-through: nothing falls through the cracks
- Warm, confident communicator who builds trust quickly
- Experienced and coachable: you want to keep getting better
- A clean regulatory record
- Bonus: CFP®, RICP® or similar designation, or experience with eMoney
This role is not a fit if you're new to client-facing meetings, prefer to work behind the scenes, or aren't comfortable talking with clients about growing their relationship with us.
Compensation
- Base salary
- Production-based pay tied to the assets you help clients bring to us
- Industry-leading tools and support
Benefits
- Medical, dental and vision
- 401(k)
- Unlimited PTO and paid holidays
- Quarterly team events
- Monday–Friday schedule
How to Apply
Send your resume along with brief answers to the questions below. Applications without these answers will not be reviewed.
- What is your current or most recent role, and what share of the client meetings you attend do you lead yourself?
- About how many client review meetings did you run in your most recent full year?
- Describe a time you helped an existing client consolidate assets or address an unmet need. What was the outcome?
- Which describes you better, and why: "ready to step up from a junior role" or "experienced advisor who prefers serving a book over new-client sales"?
- Which licenses do you currently hold?
Let's Talk
If you love building lasting client relationships and want to be rewarded for the growth you create, we'd love to meet you.
At Sullivan Financial Partners, we don't just build retirement plans. We build people.