Financial Advisor

Proxy Financial

Dallas, TX(remote)

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JOB DETAILS

SKILLS

Alliance/Partner Management, Artificial Intelligence (AI), Business Services, Business Solutions, Coaching, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Data Collection, Estate Planning, Financial Planning, High Net Worth, Hubs, Insurance, Investment Analysis, Investment Management, Lead Generation, Leadership, Leading Edge Technology, Marketing, Marketing Automation Software, Onboarding, Private Funding, Relationship Management, Sales Management, Series 65, Series 7, Team Player

LOCATION

Dallas, TX

POSTED

30+ days ago

Benefits:

Path to Partnership
Private Clubs / Offices
Executive Coaching
COI Partners
Marketing Platform

Benefits/Perks

Advanced Technology & AI Tools: CRM, planning, investment management, analysis, marketing automation, and note-taking platforms.
Marketing & Lead Generation Support: Strategic partnerships and referral network of 150+ professionals.
Independence & Flexibility: Build your ideal practice without asset minimums.
Collaborative Network: Work with experts across planning, investments, insurance, and business services.
Regional Growth Opportunities: Support in emerging and established hubs across the U.S.

Job Summary
Proxy Financial helps advisors deliver comprehensive, personalized wealth strategies to clients of all backgrounds. Our advisors serve high-net-worth individuals, families, and institutions, providing expertise across:

Financial and estate planning
Investment management and private funds
Insurance and business solutions
Philanthropic and legacy planning

Advisors at Proxy are supported by an experienced leadership team, cutting-edge technology platforms, and a culture rooted in integrity, innovation, and collaboration.

Responsibilities
As an experienced advisor or planner, you will:

Build and deepen long-term client relationships using “The Proxy Way” — a holistic, client-first model.
Deliver tailored advice across financial, investment, and estate planning disciplines.
Collaborate with regional directors and partner teams to deliver comprehensive client outcomes.
Leverage Proxy’s integrated platform and resources to scale your practice efficiently.

Qualifications
We seek driven, ethical advisors who are serious about growth and client impact.

Minimum Requirements

$250K+ trailing-12 production for two consecutive years (any mix of AUM, insurance, or fee-based business).
Series 65 and Life & Health licenses required (Series 7 or CFP preferred).
3–5+ years of experience in financial advising or planning.
Proven ability to independently conduct data-gathering, planning, and client onboarding.
Strong communication and relationship management skills.

Ideal Profile

$75M–$200M AUM (some cases up to $250M).
Collaborative and self-aware—knows when to engage specialists.
Growth mindset with a commitment to long-term client success.

Proxy Regional Focus

We are actively building and expanding in key markets, including:
CA (East Bay, Los Angeles, Orange County, San Diego) | AZ (Phoenix) | TX (Dallas, San Antonio) | FL (Orlando, Miami, Pensacola) | NY (New York)
Upcoming regional priorities: Hawaii and Seattle.

This is a remote position.

Financial Advisor

Proxy Financial

Dallas, TX(remote)

About the Company

Proxy Financial

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