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Job description
Allied Wealth is selectively hiring three experienced Senior Wealth Advisors as we continue expanding across Greater Houston. We have built the marketing, lead-generation, operations and client-service infrastructure around our advisors so they can spend their time where it matters most: Advising clients. Developing relationships. Growing.
About the Role
This is not a service-only advisor position. We are looking for experienced advisors who are strong with clients and also enjoy developing new relationships. Allied Wealth invests across multiple marketing channels to create opportunities for our advisors, including seminars, digital marketing, YouTube, LinkedIn, radio, podcasting, television and strategic lead-generation programs.
Responsibilities
Client referrals and introductions
CPA and attorney relationships
Centers of Influence
Corporate and employer relationships
Business and professional relationships
Community organizations and networking
Qualifications
5+ years of financial advisory or wealth-management experience preferred
Demonstrated ability to develop new client relationships
Strong presentation and communication skills
Experience working with affluent and high-net-worth clients
Comfort presenting financial and retirement concepts to individuals and groups
Strong relationship-building and follow-up skills
Retirement planning, insurance and annuity experience is valuable
A portable book of business is not required
Required Skills
What matters is that you can demonstrate that you know how to build relationships, convert opportunities into clients and grow a meaningful advisory practice.
Preferred Skills
Experience working with affluent and high-net-worth clients is valuable.
Pay range and compensation package
Compensation: $250,000–$1,000,000+ Opportunity. Compensation includes a base salary plus production-based compensation. A typical starting structure may include approximately: $125,000 base salary + 20% participation in defined revenue generated from the advisor's production. Total compensation will depend on experience, production, revenue mix and the agreed compensation structure. Our top advisors earn $1,000,000 plus per year.
Equal Opportunity Statement
We want our advisors to have the upside of building a substantial practice without carrying the cost and complexity of building an advisory firm themselves. If you are an experienced advisor who believes you can produce at a high level with the right platform behind you, we should talk.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.