Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our client firms.

Our client, a top RIA, is in search of a Financial Planning Associate. This role is crucial in providing financial planning to clients. The ideal candidate should possess strong client relationship skills, a high level of integrity, problem solving skills, the ability to be agile and adaptive to each client’s situation, and a strong understanding of technology platforms.

Duties and Responsibilities:

1. Provide financial planning to clients:

- Interpret data from automated data gathering software and build financial plans from it.

- Build client relationships from initial onboarding through ongoing reviews

2. Enhance the client experience:

- Collaborate closely with team members to understand current workflows and processes and build best practices.

3. Support the department with admin and back-office responsibilities

Education and Experience:

Preferred >7 years of experience.

Proven experience in client relations, financial planning or similar roles.

Strong project management skills with a track record of successful project delivery.

Excellent interpersonal abilities and grit to collaborate with cross-functional teams.

Familiarity with a wide range of technologies and ability to quickly learn and adapt to new tools.

Exceptional problem-solving skills with the ability to analyze complex issues and develop effective solutions.

Desired Qualifications:

Experience with Money Guide, Practifi or Salesforce.

Hold series 7/63 or 7/63/65 or 7/66 and insurance license.

CFP certification is a plus.

Location / ScheduleDallas

Office hours are 8am-5pm Monday-Friday with the option to work from home on Fridays.

Occasional evening/weekend hours may be requested.

Benefits401(k) matching
Dental Insurance
Disability insurance
Employee assistance program
Flexible schedule
Flexible spending account
Health insurance

Jobs in Dallas

Financial Planning Associate