Financial Planner Recruiting, LLC · 8 hours ago
Associate Financial Advisor
Dallas, TX
Full-time
Onsite
Mid Level
4+ years expFinancial Planner Recruiting, LLC is a boutique firm based in Dallas, TX, serving high-net-worth individuals with a commitment to customized financial planning. They are seeking a CFP® professional to collaborate with the lead advisor in preparing comprehensive financial plans and enhancing the client experience.
Staffing & Recruiting
Hiring Manager
Ali Staton
Responsibilities
Collaborate directly with the founder and lead advisor to prepare and implement comprehensive financial plans
Participate in and help lead client meetings, ensuring proactive communication and clear, actionable recommendations
Partner with our Client Service Manager to execute follow-ups, maintain CRM accuracy, and ensure seamless client experiences
Support new-client onboarding, discovery, and planning presentations
Handle ongoing planning needs including retirement projections, tax-aware cash-flow modeling, insurance and estate-planning coordination, and 401(k) plan reviews
Partner with custodians and recordkeepers to ensure smooth plan implementation and account servicing
Contribute to the continuous improvement of firm processes and client-experience systems
Demonstrate precision in documentation, calculations, and compliance record-keeping
Qualification
Required
CFP® professional with 4–7 years of comprehensive planning experience
Exceptional communicator who enjoys collaborating with clients and colleagues
Detail-oriented and organized, with a strong sense of ownership and follow-through
Technically sharp and comfortable learning new systems quickly
Driven by mastery, growth, and meaningful impact
Thrives in a collaborative, small-team environment built on trust and accountability
Bachelor's degree in Finance, Financial Planning, Economics, or related field
CFP® Certification required
Active Series 7 and 66 (or 7 + 63 and 65)
Texas Life & Health Insurance License
4–7 years building and presenting comprehensive financial plans
Background serving high-net-worth individuals, families, and business owners
Preferred
EA designation preferred
Experience with qualified-plan consulting and recordkeeper coordination preferred
Prior experience with LPL Financial or similar independent platforms is a plus
Familiarity with industry-standard tools such as planning, tax, and risk-assessment software is preferred
Benefits
Bonus opportunity
Benefits package
Company
Financial Planner Recruiting, LLC
We’re the top financial advisor recruiting firm. We find the best candidates for independent firms.
0-1 employees
Funding
Current Stage
Early StageLeadership Team
Ali Staton
Founder and Lead Recruiter
Company data provided by crunchbase