Financial Advisor

Financial Planner Recruiting, LLC
Dallas, TX
Category Finance
Job Description
Our client is a boutique wealth management firm seeking a high-caliber Financial Advisor with presence, polish, and ambition to step into a 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.

Requirements

  • Client Relationship Leadership
  • Financial Planning & Strategy
  • Growth & Business Development
  • Execution & Collaboration

Benefits

  • Health insurance
  • Retirement plan
  • Generous PTO policy
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