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Job description
Financial Advisor
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.
Worksite address
tampa, FL, 33646, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.