Client Acquisition Advisor

The Well; Houston (TX); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Relocation covered

Medical insurance

Dental insurance

401(k) with match

PTO

Job summary

The Well in Houston, TX is seeking a Client Acquisition Advisor to engage with pre-qualified prospects and close with confidence. You will not cold-call or hunt for leads; you will consult, present, and close, supported by an appointment setter and a robust training program.

Relocation is covered for the right candidate, with comprehensive benefits and an uncapped commission structure. Expect mentorship from senior leadership and ongoing coaching.

Qualifications

• Natural closer with strong consultative skills.
• Enjoy presenting at events and seminars.
• Coachable, open to feedback and growth.
• Energetic team player with positive attitude.
• Licensed with Life and Health coverage.

Responsibilities

• Consult with clients and close wealth-management opportunities.
• Present at seminars and educational events to prospects.
• Leverage provided leads and collaborate with the team.

Skills

Closing sales

Consultative selling

Public speaking

Coachable

Team player

Education

Series 65/66/7 license with Life & Health

Job description

$250,000 - $350,000+ Realistic Earnings | Uncapped | All Leads Provided

We are hiring a Client Acquisition Advisor on behalf of a growing independent wealth management firm expanding into Houston, TX.

This is not a prospecting role. You will not be cold calling. You will not be hunting for leads. You show up. You consult. You close.

What makes this opportunity different:

• All leads are provided - warm, pre-qualified prospects booked directly onto your calendar
• Dedicated appointment setter handles scheduling and lead qualification for you
• Uncapped commission structure
• Discretionary performance bonuses with no cap - leadership rewards results generously
• Direct mentorship access to senior firm leadership and nationally recognized industry figures
• Weekly coaching calls, sales training, and access to a premier seminar training academy
• Firm covers relocation for the right candidate
• Medical, dental, vision, $25K employer-funded life insurance, 401(k)with match, and PTO

Who thrives here:

• A natural closer with strong consultative skills and a genuine drive to perform
• Someone who loves presenting in front of people - dinner seminars and educational events are part of the role
• A coachable professional who welcomes feedback and uses it to grow
• A team player who brings energy and positivity to the office
• Series 65, 66, or 7 licensed with an active Life and Health license

This firm has won multiple industry awards for innovation, employee experience, and workplace flexibility. Leadership is hands-on, accessible, and genuinely invested in your success.