Senior Financial Planner

Hilltop Holdings · Dallas

HilltopSecurities is looking to hire a Senior Financial Planner. This role is responsible for consulting with Hilltop Securities Private Client Group and Momentum Independent Network group of financial professionals to grow retirement plan and financial planning services. This includes implementing and managing new 401k plans and converting current defined contribution (DC) plans to HTS retirement platform.

Responsible for overall relationship management and consultation with Advisors on plan design, provider capabilities, fees, compliance, and product developments. This role will also deliver Financial Planning thought leadership, planning concepts, and planning tool technical guidance to our Financial Advisors. In addition, this role will require both travel and virtual education/training to advisors.

This role is part of a team reporting to a Head of Advisory Services and Product Solutions. In addition, this role will team and collaborate with Hilltop Securities Financial Planning Consultant Team, Regional Managing Directors, and home office staff to identify opportunities. At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities.

With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.

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