Our client is a rapidly growing wealth management firm located in the Greater Dallas, TX area. They are seeking a Senior Financial Advisor to join their team.
They put qualified, pre-booked appointments on your calendar. Your job is to run a great meeting, earn the client's commitment, and then manage that relationship as the assets grow. No building a book from zero. No ceiling on what that book can pay you.
If you are the person your current firm counts on to close, and you are ready to be paid like it, keep reading.
How You Get Paid
- $150,000 annual base. Your base stays in place until your annualized AUM revenue share surpasses $150,000, so you have a stable floor while your book ramps up.
- Uncapped AUM revenue share. Once your AUM revenue share passes the base, it becomes your compensation, with no ceiling. Every client you bring on and keep adds recurring revenue that builds year over year.
- Life & annuity incentives. When life insurance or an annuity is the right fit for a client, you earn additional compensation.
- Target Year 1 earnings: $175,000–$200,000.
Earnings trajectory for an advisor meeting minimum production targets
Year 1: Earnings: $175,000–$200,000
What drives it: $150,000 base floor plus L&A incentives and early AUM revenue share
Year 5: Earnings ~$400,000
What drives it: Recurring AUM revenue share from a growing, retained book
Year 10: ~$900,000
What drives it: A mature book with uncapped AUM revenue share
Figures are targets and projections for an advisor who meets the firm's minimum production targets. Actual earnings depend on individual production, client retention, and asset growth, and are not guaranteed.
What They Put Behind You
- Pre-booked, qualified appointments delivered to your calendar
- Full marketing support at no cost to you, including branding, social media, and appointment-setting tools
- Modern financial planning software, CRM, and technology
- Ongoing sales, planning, and advisor-development coaching
- Back-office support that handles the paperwork, so your time goes to meetings and clients
What You'll Do
- Run qualified first meetings and convert them into committed clients at a high rate
- Lead discovery conversations to understand each client's goals, priorities, and financial challenges, then present clear recommendations clients can say yes to
- Build comprehensive strategies across investments, retirement income, insurance, tax, and estate planning
- Manage and grow the relationship after the close through regular reviews, follow-through, and additional assets
- Generate referrals and additions
- Keep sharpening your craft through ongoing sales and financial-planning training
Who They're Looking For
This role is built for top producers: people who have proven they can close, and who understand that the close is the start of the relationship, not the end of it.
- Proven closer – You convert meetings into clients at a high rate, and you can show us the numbers.
- Relationship manager – Clients stay with you, add assets, and send referrals because you follow through.
- Self-driven – You don't wait for business to find you and follow through on every opportunity.
- Competitive – You set high targets, track your results, and want to be at the top of the board.
- Client-first – You act as a fiduciary. You win business because your recommendations are right for the client.
- Coachable – You know high performers keep improving, and you look for feedback and use it.
Your Background
- 3+ years of documented success in financial services sales, wealth management business development, or as a lead advisor
- A measurable record of new business, such as close rates, assets gathered, revenue produced, or rankings against peers
- Experience managing and retaining client relationships after the sale
- Strong presence presenting in person, virtually, and over the phone
- Comfort with CRMs, Microsoft Office, and financial planning tools such as eMoney
- Series 65 or 66
- Life & Health license, or the ability to obtain it within 60 days
- Authorization to work in the U.S. without current or future visa sponsorship
Why Make the Move?
At many firms, top producers are paid for the sale and then handed the next lead. Here, you close the client, you keep the client, and your income grows with every relationship you build.
If you have been carrying the numbers at your current firm and want a compensation plan that rewards it without a cap, we want to talk.