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Financial Consultant Financial Advisor Financial Services

Holistic Wealth Planner | Path to Senior Advisor

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Madison Professional Group
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A boutique wealth management firm in Dallas seeks a Financial Planner who excels in delivering personalized financial guidance. Candidates should have a CFP® certification or be actively pursuing it, and 5+ years of financial planning experience. The role involves developing comprehensive financial plans, analyzing cash flows, and collaborating with external advisors. Strong technical knowledge of retirement and tax planning is necessary, alongside tools like eMoney and Holistiplan.

This opportunity offers growth towards becoming a Senior Financial Advisor.
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Position Requirements
10+ Years work experience
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