Financial Advisor; Closer

Overview

Right now, you spend half your week prospecting for leads that don't show, the other half buried in paperwork and plan production — and whatever's left, you're actually doing the thing you're great at: converting clients. What if a firm removed everything except the last part?

• Base Compensation: Tailored to your needs. Money won't be the reason it's not a fit.
• Core Compensation: A percentage of the revenue you generate (day/dollar one).
• Realistic first-year earnings: $185,000-$295,000+

What You Get:

• 3-5+ qualified appointments/week—no cold-calling, lead-buying, or seminars to fill.
• Full back-office support: planning production, onboarding, account transfers, and ongoing servicing are handled by dedicated teams on day one and become dedicated as you scale
• A "family office" platform spanning fee-based advisory, tax planning/prep, estate planning/prep, and insurance — giving you a broader value proposition.

This isn't a traditional advisor seat where you juggle prospecting, planning, servicing, and compliance all d and Julie Bauman built this role to do one thing: keep a proven closer in front of qualified retirees and pre-retirees, helping as many people as possible, while specialists handle everything else.

The firm is aggressively expanding. We need closing capacity today, and marketing continues to ramp up. Bauman Wealth Advisors serves mass-affluent retirees and pre-retirees with its proprietary Return on Life Retirement Plan® — a comprehensive approach that integrates investment management, tax planning, estate planning, and insurance under one roof. Your conversations aren't about selling a product. They're about solving retirement with great planning.

Bauman Wealth Advisors is founder-led by Todd & Julie Bauman, BBB accredited (A+), and built around high standards, direct feedback, and a bias toward execution. The culture is deeply growth-oriented — through acquisitions, market expansion, and marketing/scale. If you thrive where performance is measured and rewarded, you'll love it here.

You're a closer. Not a relationship-builder-who-also-prospects-and-also-plans-and-also-does-paperwork. A closer. You've converted qualified prospects into clients in financial services, real estate, timeshare, B2B, or another high-trust sales environment — and you have the track record to prove it. You're decisive, confident without being pushy, and allergic to failure.

This is NOT for advisors who want to coast or hide - there's nowhere to hide here. We're not for those who need motivational speeches or who blame tools or circumstances for outcomes longer than a day or two. We're not for advisors who need 6-12 months to ramp up—we just don't have the time/capacity to teach an advisor how to sell and gather assets here.

• Proven closing track record (financial services or adjacent high-performance field)
• Active Nevada Life & Health insurance license (or the ability to obtain quickly)
• Strong presentation and rapport-building skills with retiree/pre-retiree audiences
• Ability to work in the office in Las Vegas (Summerlin HQ/Henderson Satellite)
• Nice to Have (not required):
  Experience with retirement planning conversations (rollovers, income planning, Social Security optimization)