Certified Financial Planner

About the Firm

This is a relationship-driven wealth management and financial planning firm built on trust, education, and long-term partnerships. The organization operates alongside an affiliated investment entity focused on deep fundamental research and an educational platform designed to help investors better understand markets and financial decision-making.

The firm has grown almost entirely through referrals and currently serves over 130 clients with approximately $165 million in assets under management. The culture is intentionally non-salesy, people-first, and focused on doing what is right for clients rather than pushing products or quotas.

The team operates in a flexible hybrid model, currently remote with regular in-person client meetings, and plans to establish a permanent office presence in North Dallas.

Due to continued growth and consistent inbound referrals, the firm is seeking a Certified Financial Planner (CFP) (or CPA with relevant financial planning experience) to join the team as a Wealth Advisor.

This role is ideal for a licensed advisor who is highly relationship-oriented, enjoys educating clients, and prefers a consultative approach over aggressive sales tactics. Candidates with an existing book of business are strongly preferred
, though licensed advisors without a book will also be considered depending on experience and overall fit.

• Provide holistic financial planning and investment advice to high-net-worth individuals and families
• Manage and deepen existing client relationships while supporting a steady flow of inbound referrals
• Act as a trusted liaison between clients and outside professionals (CPAs, estate attorneys, insurance advisors)
• Educate clients and prospects on financial strategies and long-term planning concepts
• Contribute to organic growth through relationship building, referrals, and thought leadership
• Maintain a fiduciary, client-first mindset in all advisory work

• Certified Financial Planner (CFP) designation (CPA considered with relevant planning experience)
• Active licenses required to provide investment advice
• Strong understanding of financial planning for high-net-worth (HNW) clients
• Exceptional interpersonal and communication skills
• Highly detail-oriented with strong follow-through
• Relationship-driven; not aggressive or overly sales-focused
• Comfortable collaborating with external advisors and professional partners

• Existing book of business
• Experience working with a major custodian platform
• Familiarity with financial planning and portfolio management software
• Content creation, blogging, or educational presence (not required, but a plus)