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Financial Advisor Rockwall, TX

Advisor Talent Solutions

Job Location:

Rockwall, TX - USA

Yearly Salary: USD 500000 - 500000

Posted: 12 September 2026 (7 hours ago)

Application Deadline: 10 December 2026

Vacancies: 1 Vacancy

Job Summary

Financial Advisor Growth & Leadership Opportunity

Location: Rockwall TX Full-Time

This Is More Than an Advisor Role Its an Opportunity to Help Build the Next Office.

Were partnering with a growing planning-focused wealth management firm that has already proven its marketing and seminar model and is now entering its next phase of growth.

The firm is looking for a high-performing Financial Advisor who knows how to close business build trust quickly and wants a path toward leadership ownership-level economics and eventually managing their own office.

This is not a traditional prospecting role. The firm invests heavily in marketing and generates a consistent flow of qualified prospects through seminars and other marketing channels. Your job is to meet with those prospects uncover their needs deliver a planning-based solution and close the right clients.

Why This Opportunity Stands Out

Significant Earning Potential

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 firms profit-sharing program
Long-term financial incentives designed to reward high performers who help grow the business

Youre Joining During the Growth Phase
This firm isnt looking to simply add another advisor to a mature practice.

The founders have built the marketing engine seminar strategy sales process and operational infrastructure. Now theyre adding advisors to scale what is already working.

The long-term vision includes:

Multiple advisors
Multiple office locations
Dedicated sales leadership
Significant growth in AUM
Opportunities for high-performing advisors to take on greater responsibility as the organization expands

Opportunity to Manage Your Own Office

One of the biggest long-term opportunities is the ability to grow into a sales leadership role and potentially manage your own office location.

As the firm expands beyond Rockwall into markets such as Frisco Southlake and additional locations high-performing advisors will have the opportunity to grow with the organization rather than remain in an individual-contributor role indefinitely.

The vision is to build leaders who can eventually:

Lead and mentor other advisors
Help build out new offices
Manage a sales team
Participate in the economics of a growing team
Take responsibility for an individual market

What Youll Be Doing

Conduct approximately 1520 client/prospect meetings per week
Lead discovery meetings and second appointments
Conduct seminars as part of the firms 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 rather than creating your own
Work toward a production target of approximately $600K$1M in new business per week

What Makes This Different

You wont be expected to spend your days cold calling strangers or constantly hunting for your next prospect.

The marketing engine creates the opportunities. You capitalize on them.

The firm invests $100K in marketing per advisor to generate qualified leads and drive prospects into seminars and the sales funnel.

The ideal advisor is someone who genuinely enjoys:

Sitting across the table from clients
Asking good questions
Building trust quickly
Presenting solutions
Handling objections
Closing business
Working toward aggressive but clearly defined production goals

Your Growth Path

First 30 Days

Learn the firms planning and sales systems
Shadow discovery and second appointments
Intensive training and coaching
Begin participating in client meetings

6090 Days

Begin running your own discovery meetings
Conduct second appointments
Take on increasing responsibility with higher-asset prospects
Potentially begin conducting seminars
Begin actively closing business

6 Months

Targeting approximately $5M$10M in closed business
Progressing toward $600K$800K in weekly production
Building toward the long-term $1M/week production target

What Were Looking For

The ideal candidate has:

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

Most importantly were looking for someone who wants to build something not simply inherit a book and maintain the status quo.

The Bigger Picture

This is an opportunity to join a firm before the next stage of its expansion.

Youll have the infrastructure marketing leads training and sales process already in place while still having the opportunity to play a meaningful role in building the organization.

For the right person this can become much bigger than an individual advisor seat:

Advisor High Producer Sales Leader Office Manager Multi-Office Growth Opportunity

If youre an advisor who wants warm opportunities instead of cold prospecting significant income upside profit-sharing potential and a genuine path toward leading your own office wed like to talk.

Apply today for a confidential conversation about the opportunity.

Required Experience:

Unclear Seniority

Apply Now