Financial Advisor | Pre-Qualified Leads Provided

Financial AdvisorNational search | Houston, TX - Jacksonville, FL - Tampa, FLRelocation assistance available | OnsiteFull-time, direct hireBase salary + uncapped commission | $250K-$350K+ top-performer potentialThe OpportunityWe'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 DoConduct financial discovery meetings with pre-qualified prospective clientsUnderstand client goals, retirement objectives, assets, concerns, and planning needsPresent customized financial strategies and recommendationsEducate clients on appropriate investment, retirement, and planning solutionsBuild trust, navigate objections, and confidently ask for the businessConvert prospective households into long-term client relationships and new assetsParticipate in educational webinars and dinner seminarsCollaborate with internal planning, operations, service, marketing, and appointment-setting teamsWhat We're Looking ForRequired:Active Series 65 or Series 663+ years of financial advisor or comparable client-facing financial advisory experienceDemonstrated success winning new clients and/or new assetsStrong consultative sales and closing abilityExcellent client-facing communication and presentation skillsHighly valued:CFP designationSeries 7 or additional securities licensesRetirement or income-planning experienceAnnuity and/or life insurance experienceHolistic financial planning experienceStrong public-speaking, webinar, or seminar presentation experienceThis 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.CompensationThe 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 performersNo cap on total compensationThe 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 & SupportPre-qualified prospective clients providedDedicated appointment-setting and qualification supportEstablished marketing and lead-generation platformMedical, dental, and vision benefitsEmployer-funded life insurance401(k) with company match after one yearPaid time offProfessional development and industry trainingSupport for additional professional designationsRelocation assistance for qualified candidatesLocationWe're conducting a national search to identify the right advisors for the firm's current and expanding markets.Current hiring opportunities include:Houston, TXJacksonville, FLTampa, FLThis 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.