Associate Wealth Advisor
Financial Planner Recruiting, LLCDallas, Texas, United States
Posted January 20, 2026
Full Time
About the Company
Financial Planner Recruiting, LLC specializes in full‑cycle recruitment for boutique wealth management and independent financial advisory firms. The firm identifies, evaluates, and presents top talent—both emerging advisors and seasoned planners—to match each client’s culture and strategic goals. By handling every step of the hiring process, from sourcing to onboarding, they ensure a seamless fit for both candidates and firms. Their reputation as the leading financial advisor recruiter in the industry underscores a commitment to quality, precision, and client success.
Job Description
Associate Wealth Advisor (CFP®) — Senior Wealth Manager Track: collaborate with the founder and lead advisor to prepare and implement comprehensive financial plans, participate in client meetings, and support new-client onboarding.
Requirements
- 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
Benefits
- Base salary (commensurate with experience) plus bonus opportunity
- Benefits package