Financial Advisor | Pre-Qualified Leads Provided
National Search | Houston, TX • Jacksonville, FL • Tampa, FL
Relocation Assistance Available | Onsite
Full-Time, Direct Hire
Base salary + Uncapped Commission | $250K–$350K+ Top-Performer Potential
The Opportunity
We're partnering with a growing, holistic financial advisory firm to identify experienced Financial Advisors who are strong consultants, presenters, and closers.
If you're successful at winning clients but frustrated by how much of your time is spent prospecting, this opportunity offers a different model.
The firm provides the pipeline. You focus on converting it.
Through an established marketing platform, educational events, webinars, internal qualification resources, and dedicated appointment-setting support, advisors receive pre-qualified prospective clients and scheduled appointments.
There is no requirement to cold call, work through prospect lists, or bring an existing book of business.
From there, you'll own the client conversation — discovery, education, financial strategy, relationship development, and ultimately converting qualified prospects into long-term clients.
What You'll Do
- Conduct financial discovery meetings with pre-qualified prospective clients
- Understand client goals, retirement objectives, assets, concerns, and planning needs
- Present customized financial strategies and recommendations
- Educate clients on appropriate investment, retirement, and planning solutions
- Build trust, navigate objections, and confidently ask for the business
- Convert prospective households into long-term client relationships and new assets
- Participate in educational webinars and dinner seminars
- Collaborate with internal planning, operations, service, marketing, and appointment-setting teams
What We're Looking For
Required:
- Active Series 65 or Series 66
- 3+ years of Financial Advisor or comparable client-facing financial advisory experience
- Demonstrated success winning new clients and/or new assets
- Strong consultative sales and closing ability
- Excellent client-facing communication and presentation skills
Highly Valued:
- CFP designation
- Series 7 or additional securities licenses
- Retirement or income-planning experience
- Annuity and/or life insurance experience
- Holistic financial planning experience
- Strong public-speaking, webinar, or seminar presentation experience
This isn't a traditional client-service advisor position. We're looking for someone who is credible in the advisory conversation and commercially driven enough to close it.
Compensation
The compensation model is designed to reward production and provides uncapped upside.
- Year 1 minimum draw: $6,250/month ($75,000 annually)
- Greater of the draw or earned commissions + advisory revenue
- $250,000–$350,000+ earning potential for strong/top performers
- No cap on total compensation
The firm's internal marketing, qualification, and appointment-setting infrastructure allows advisors to spend substantially more time working qualified client opportunities and less time prospecting.
Benefits & Support
- Pre-qualified prospective clients provided
- Dedicated appointment-setting and qualification support
- Established marketing and lead-generation platform
- Medical, dental, and vision benefits
- Employer-funded life insurance
- 401(k) with company match after one year
- Paid time off
- Professional development and industry training
- Support for additional professional designations
- Relocation assistance for qualified candidates
Location
We're conducting a national search to identify the right advisors for the firm's current and expanding markets.
Current hiring opportunities include:
- Houston, TX
- Jacksonville, FL
- Tampa, FL
This is an onsite, office-based position and is not remote. Candidates can currently live anywhere in the United States as long as they are willing to relocate to one of the firm's hiring markets. Relocation assistance is available.
Why Consider This Opportunity?
Successful Financial Advisors often spend an enormous amount of time doing two jobs:
Finding prospects and advising prospects.
This model separates the two.
The firm invests in marketing, lead generation, qualification, and appointment setting. You take those qualified opportunities and do what great advisors do best:
Build trust. Advise. Present. Close.
If you're a licensed Financial Advisor with a track record of winning new business and want an infrastructure that allows you to focus more of your time on clients, we'd like to hear from you.