Job Title: Senior Planning Associate
Location: Dallas, TX (Primarily On-Site)
Compensation: 85k-110k base + ~10% annual bonus
About the Role:A growing wealth management firm in Dallas is hiring a Senior Planning Associate to lead the planning process for a team of four advisors. This person will drive all meeting preparation, develop planning recommendations, and sit in on complex client conversations.
In addition to being the planning lead, this role has the potential to evolve into-or immediately include-servicing responsibilities for a select group of client relationships. The ideal candidate will be comfortable both behind the scenes and in a client-facing capacity.
This is a high-impact, high-visibility role for someone who thrives on delivering high-quality planning and contributing directly to the client experience in a fast-paced, team-oriented environment.
Key Responsibilities:- Lead meeting prep across all client engagements, including plan updates, investment analysis, and financial modeling
- Attend meetings for top client relationships and support the execution of next steps
- Proactively identify planning opportunities and develop custom solutions
- Serve as a servicing advisor for a portion of client relationships, delivering advice and maintaining ongoing communication
- Maintain data integrity in CRM and financial planning software
- Serve as a technical resource to both advisors and junior team members
- Collaborate with client service and operations for seamless client delivery
Qualifications:- 4+ years of experience in a financial planning role
- CFP® strongly preferred
- Series 7 and 63 required
- Deep knowledge of planning platforms and workflows
- Analytical, organized, and confident in communicating planning concepts
- Client-facing experience or a strong desire to grow into a servicing role
- Must enjoy working closely with a team in an in-person office environment
