Financial Advisor

Base Pay Range

$80,000.00/yr - $/yr

Annual Bonus and Commission

Houston, TX (On‑Site)

$70,000–$100,000 base salary (depending on experience) + bonus + long‑term profit‑interest potential.

We’re hiring a Lead Advisor on behalf of our client; a growing independent wealth management firm with strong inbound lead flow and a structured, planning‑first service model. This role supports ongoing expansion and offers a clear track to Senior Advisor.

Independent, planning‑led firm with $325M AUM and multi‑custodial capabilities. Clients include corporate professionals, retirees, and high‑net‑worth families. Strong marketing engine (Smart Asset, You Tube, SEO) generating warm leads. Culture is direct, collaborative, and accountability‑driven.

• Lead comprehensive financial planning and retirement‑income conversations
• Manage and deepen client relationships
• Convert warm inbound leads into long‑term clients
• Collaborate with CIO, Associate Advisors, and client service
• Implement firm processes, workflows, planning tools, and CRM protocols
• Contribute to organizational growth, efficiency, and culture

• Experience as Lead Advisor, Wealth Advisor, or Senior Associate Advisor
• High emotional intelligence and communication skills
• Entrepreneurial mindset with a team‑first approach
• Ability to bring trusted client relationships over time
• Series 65/66 required;
  Series 7 preferred;
  Life/Health required
• CFP® strongly preferred; degree optional

• Bonus: 5% firmwide revenue pool
• 401(k) with 5% match
• Flexible PTO

On‑site role in Houston with flexibility after onboarding. Dallas candidates considered with office space provided.

If you are a planning‑focused advisor seeking structure, warm leads, and growth opportunity, this role is ideal.

Mid‑Senior level

Full‑time

Finance, Sales, and Business Development