Financial Advisor - Rockwall, TX

Advisor Talent Solutions•Rockwall, TX

15h•Onsite

About The Position

This is an opportunity to join a growing, planning-focused wealth management firm that has a proven marketing and seminar model and is entering its next phase of growth. The firm is seeking a high-performing Financial Advisor who excels at closing business, building trust, and desires a path toward leadership, ownership-level economics, and eventually managing their own office. This role is not a traditional prospecting role, as the firm heavily invests in marketing to generate a consistent flow of qualified prospects through seminars and other channels. The advisor's primary responsibility is to meet with these prospects, understand their needs, present planning-based solutions, and close suitable clients.

Requirements

2+ years of experience in financial services sales
Series 65 and/or Series 66
Life & Health license
Strong natural closing ability
Excellent communication and relationship-building skills
Confidence working with affluent clients
Ability to overcome objections without being overly aggressive
Strong coachability
Willingness to follow a proven sales process
High personal accountability and drive

Nice To Haves

Wants to build something, not simply inherit a book and maintain the status quo
Genuinely enjoys sitting across the table from clients, asking good questions, building trust quickly, presenting solutions, handling objections, and closing business
Wants warm opportunities instead of cold prospecting
Desires significant income upside, profit-sharing potential, and a genuine path toward leading their own office

Responsibilities

Conduct approximately 15–20 client/prospect meetings per week
Lead discovery meetings and second appointments
Conduct seminars as part of the firm's established sales process
Present planning-based recommendations
Identify client needs and appropriate solutions
Overcome objections and close new business
Complete case design and follow-up
Build long-term relationships with clients
Follow a proven, structured sales process
Work toward a production target of approximately $600K–$1M in new business per week

Benefits

High earning potential from year one
Opportunity to reach $500K+ in annual earnings within 5 years
Compensation tied directly to production, with the opportunity to earn approximately 20% of fees
Additional upside through the firm's profit-sharing program
Long-term financial incentives designed to reward high performers who help grow the business
Opportunities for high-performing advisors to take on greater responsibility as the organization expands
Ability to grow into a sales leadership role and potentially manage their own office location
Opportunities to lead and mentor other advisors
Opportunities to help build out new offices
Opportunities to manage a sales team
Opportunities to participate in the economics of a growing team
Opportunities to take responsibility for an individual market