Financial Advisor

Financial Advisor

Who We Are

At Sullivan Financial Partners, we’ve created more than a financial advisory firm— we’ve built a movement that empowers clients and team members alike to expand their lives with purpose. We are passionate about helping our clients dream bigger—whether it’s securing their legacy, impacting their community, or achieving true financial freedom. We’re a values-driven, client-first firm with a culture that rewards leadership, initiative, and impact. Our proprietary planning process — The Confident Retirement Journey™ — is backed by a high-volume marketing engine, a dedicated operations team, and a clear vision to become one of the most admired firms in the industry.

Why You’ll Thrive Here

Our culture is built on transparency, growth, and a commitment to fun. As part of Sullivan Financial Partners, you’re not just a number; you’re a valued team member in a collaborative environment that celebrates wins, promotes growth, and nurtures both personal and professional aspirations. Imagine working each day in a setting where your contributions are valued, your development is prioritized, and your impact is celebrated.

Your Role as a Financial Advisor

In this role, you’ll go beyond traditional financial advising, building meaningful relationships and guiding clients to achieve goals they may never have imagined possible. Your key responsibilities include:

• Personalized Financial Planning: Develop tailored strategies across retirement, investments, tax planning, and estate needs, empowering clients to achieve their financial and life goals.
• Portfolio & Client Management: Proactively manage client portfolios, providing timely recommendations and ensuring integrity and transparency.
• Client Acquisition & Engagement: Lead community events, seminars, and prospect meetings, building trust and strengthening client relationships.
• Collaborate & Innovate: Exchange insights with a dedicated team to enhance the client experience and stay at the forefront of industry trends.
• Uphold Fiduciary Standards: As a licensed fiduciary, prioritize clients’ best interests with unwavering commitment to compliance and ethics.

Who You Are
We are looking for a motivated, growth-oriented Financial Advisor to join our expanding team and help serve a steady stream of qualified prospects generated through our robust marketing platform.

You have 2–10 years of experience as a licensed financial advisor, hold a Series 65 license (or Series 7 and 66 equivalent). Ideally, you also possess a Life & Health Insurance license. We welcome candidates with or without an existing book of business.

You are proactive, insightful, and driven by a desire to help others achieve financial clarity and freedom. You bring both technical expertise and a genuine passion for service. You excel at simplifying complex financial concepts, building authentic client relationships, and always leading with integrity. You value collaboration, align with our firm’s mission and values, and are committed to personal and professional growth.

If you thrive in a client-first environment and are motivated to make a meaningful impact, we’d love to connect with you.

Why Join Us?

At Sullivan Financial Partners, we believe in investing in our team. As a Financial Advisor with us, you’ll enjoy a comprehensive benefits package designed to support both your professional and personal well-being:

• Ongoing Specialized Training: We’re committed to your growth. Benefit from industry-leading training, monthly team workshops, and opportunities to attend top industry events.
• Comprehensive business infrastructure provided: Includes fully equipped office space, administrative support, case design assistance, technology platforms, compliance oversight, and marketing resources—so you can focus on serving clients and growing your practice.
• 40–60 firm-hosted events annually: including seminars, educational workshops, and movie nights
• Medical, Dental, and Vision Coverage: We prioritize your health, offering robust healthcare options to keep you and your family covered.
• 401(k) Plan: Secure your future with our competitive retirement savings plan.
• Unlimited PTO & Paid Holidays: Recharge with the flexibility of unlimited paid time off and all major holidays.
• Team Events: Join quarterly team-building events that foster a supportive and fun work environment.
• Work-Life Balance: Enjoy a Monday-to-Friday schedule that gives you the freedom to pursue what matters most.
• Supportive and Collaborative Culture: Thrive in an environment where respect, collaboration, and shared goals are at the heart of everything we do.

Ready to Transform Lives (Including Yours)?

If you’re ready to elevate your career, make a difference, and join a firm that values its people as much as its clients, Sullivan Financial Partners is the place for you. Apply today and take the first step toward a fulfilling, impactful career.

At Sullivan Financial Partners, we’ve built our business to give our team, clients, and our families the freedom to explore the possibilities, their passions, and purpose.”

If you are motivated to be a part of a growing, flourishing team, please apply today!

Job Type: Full-time

Pay: $60,000.00 - $190,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Ability to Commute:

• Southlake, TX 76092 (Required)

Ability to Relocate:

• Southlake, TX 76092: Relocate before starting work (Required)

Work Location: In person