Wealth Management Advisor

If you’re an experienced financial advisor with a portable book of business who feels capped, unsupported, or underutilized at your current firm, keep reading.

If not, stop here. We are only considering serious advisors ready to explore a meaningful, long-term opportunity.

Who We Are

Sullivan Financial Partners is a fast-growing, high-performance wealth planning firm in Southlake, Texas.

We are known for:

• A deep planning philosophy (not shallow or transactional advice)

• A high-achievement, no-drama culture

• A world-class client service experience

• A full operations and planning team that removes advisor burden

• A real marketing engine that generates consistent, high-quality opportunities

• A leadership team obsessed with helping clients and advisors Think Bigger, Dream Bigger, and Achieve Bigger

We are expanding and adding one elite advisor to our team.

If you’re looking for corporate politics, mediocrity, or a place to coast, this is not the role.

If you want to grow your career, elevate your clients’ experience, and be part of a team that genuinely believes “the sky is the limit,” you’ll thrive here.

Who We’re Looking For

We are hiring one Lead Wealth Advisor in DFW who meets all of the following criteria:

Required:

• You have an existing, portable book of business

• You currently produce at a high level (typically $250k–$500k GDC or $20M–$50M AUM)

• You are a strong communicator and relationship-builder

• You deliver real financial planning, not product pushing

• You value integrity, accountability, and a positive, high-performance mindset

• You want scale, support, and a stronger platform

• You are aligned with a culture of teamwork, growth, and client-first service

• You have zero tolerance for drama, gossip, or excuses

• You are ready for your next chapter

If you do not have an existing book of clients, please do not apply.

What Makes This Role Different

Most advisors hit a ceiling because they’re doing everything themselves.

We remove that ceiling.

You’ll have access to:

• A full operations team

• A full client-service team

• A robust planning department

• A proven marketing engine (funnels, seminars, content, digital, referrals)

• A clearly defined client experience and planning framework

• A leadership team committed to helping you close large opportunities

• A supportive, collaborative environment with high standards

At $50M AUM:

• You receive a dedicated service advisor

• You receive full planning department support on every case

This structure is designed to help the right advisor scale fast, focus on relationships, and deliver their best work.

What You Will Do

• Lead existing client relationships through our proven planning process

• Provide world-class advice rooted in deep financial planning

• Serve prospects generated through our marketing funnels

• Bring your current clients into a stronger, more supported environment

• Collaborate closely with our planning and operations teams

• Work directly with our CEO on large-case strategy, design, and closing

• Help shape the future of SFP as we grow

• Build a thriving, long-term practice within a platform designed for scale

This is a high-expectation, high-support role.

We set the bar high, and we give you everything needed to reach it.

Compensation & Benefits

• Competitive, transparent revenue-based payout

• No grids

• No haircuts

• No small-household penalties

• No product-payout reductions

• No deferred-comp surprises

• Full operations & service support included

• Full marketing support included

• Access to planning department on large cases

• Full planning support on all cases at $50M AUM

• Dedicated service advisor at $50M AUM

• Leadership support for large-client opportunities

• Health and retirement benefits

Exact compensation structure is discussed confidentially with qualified applicants.

Who Should Apply

Apply only if ALL of the following are true:

✔ You have a portable book of business

✔ You want to grow aggressively

✔ You are tired of being capped by grids, bureaucracy, or lack of support

✔ You want to serve clients at a deeper level

✔ You thrive in a high-performance, positive environment

✔ You’re ready to be part of a team that is building something exceptional

If that’s you, we’d like to meet you.

Next Steps

Submit your interest directly through LinkedIn.

All inquiries are kept strictly confidential.

We are filling one seat.

If you are the right fit, this will be the most pivotal professional move of your career.