Wealth Advisor

Dallas, TX | Boutique Wealth Management | $200K+ First-Year Earning Potential

The Opportunity

Our client, a growing boutique wealth management firm in Dallas, is seeking a polished, ambitious, and relationship-driven Wealth Advisor to join its advisory team.

This is an exciting opportunity for an experienced advisor who has built a strong foundation in wealth management and is ready for more ownership, autonomy, and long-term growth.

Working directly alongside the firm's founder, you'll play an integral role in managing established high-net-worth client relationships, leading conversations with prospective clients, and helping drive the firm's continued expansion.

While you'll initially partner closely with the founder, this is not intended to be a long-term support position. The vision is for you to transition into a Lead Advisor role, independently managing and growing your own dedicated book of clients within the firm.

It's an opportunity to combine the entrepreneurial upside of building a book with the stability, resources, and support of an established wealth management platform.

Why This Opportunity Stands Out

• A Genuine Path to Leadership: Grow into a Lead Advisor role with increasing responsibility for client relationships, business development, and eventually your own advisory pod.

• Established Relationships & New Business Opportunities: Work with existing high-net-worth clients while taking an active role in incoming prospect conversations. You're not starting from scratch.

• Direct Access to the Founder: Collaborate closely with an established advisor, gaining insight into sophisticated client relationships, growth strategy, and firm leadership.

• Meaningful Long-Term Earning Potential: Benefit from a competitive first-year compensation package followed by increasing revenue participation as your dedicated book grows.

• Boutique Culture & High-Touch Service: Join a relationship-focused environment where quality advice, exceptional client experiences, and long-term relationships come first.

What You'll Be Doing

Client Relationship Management & Advisory

• Partner directly with the founder to advise, manage, and deepen relationships with high-net-worth individuals and families.

• Take an increasingly active role in client meetings, financial strategy discussions, and ongoing relationship management.

• Develop the trust and confidence necessary to eventually serve as the primary advisor for your own book of clients.

• Deliver a proactive, highly personalized client experience with exceptional responsiveness and attention to detail.

Comprehensive Financial Planning

• Develop and present sophisticated financial plans spanning retirement, investments, tax optimization, estate planning, and wealth transfer.

• Leverage eMoney and Holistiplan to deliver thoughtful, actionable planning recommendations.

• Collaborate on portfolio strategy, investment implementation, and ongoing client planning needs.

• Translate complex financial strategies into clear, compelling guidance that resonates with clients.

Business Development & Growth

• Participate in and progressively lead introductory calls and discovery meetings with prospective clients.

• Build rapport, identify planning opportunities, and help convert qualified prospects into long-term advisory relationships.

• Cultivate referrals and identify opportunities to deepen existing relationships.

• Gradually build and lead a dedicated client book while contributing to the firm's continued growth.

What We're Looking For

Experience & Credentials

• 5+ years of experience in a client-facing wealth management or financial advisory role, preferably serving high-net-worth clients.

• CFP® designation required.

• Active Series 7 and 66 licenses required.

• Bachelor's degree required.

• Strong financial planning expertise and proficiency with eMoney and Holistiplan.

• Experience working within the LPL Financial platform is strongly preferred.

The Right Fit

Beyond technical qualifications, we're looking for someone who brings the confidence, ambition, and relationship skills to become a future leader within the firm.

• Polished & Credible: You have strong executive presence and can confidently lead conversations with sophisticated clients.

• Naturally Relationship-Driven: You build trust quickly, communicate effectively, and genuinely enjoy developing meaningful client relationships.

• Entrepreneurial & Growth-Minded: You're energized by new business opportunities and motivated to grow your own book.

• Proactive & Accountable: You take ownership, anticipate client needs, and consistently follow through.

• Leadership Potential: You're collaborative, eager to learn, and ultimately want to lead client relationships rather than support them indefinitely.

Compensation & Long-Term Opportunity

This position offers a compensation structure designed to provide strong initial earning potential while rewarding long-term growth and client relationship development.

• Up to $200K in target first-year total compensation, with additional performance-based upside.

• Competitive base salary and performance-based bonus during the initial year.

• Progressive revenue participation beginning in Year 2, with opportunities to earn 10–20% of attributable revenue in Year 2 and 20–30% in Year 3 and beyond, depending on client relationships and business development contributions.

• Increasing recurring income potential as you build and manage your own dedicated client book.

• Long-term advancement into a Lead Advisor position with greater autonomy and leadership responsibility.

• Health insurance and retirement plan.

Your Next Career Move

If you're an accomplished Wealth Advisor who enjoys serving sophisticated clients, has a natural ability to build relationships, and is ready for a meaningful path toward greater leadership and financial upside, we'd welcome a conversation.

This is an opportunity to build something of your own while benefiting from the foundation of an established, growing firm.