Financial Advisor

Impact! Partners Financial; Houston (TX); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

401(k)

Health insurance

Salary support

Commission upside

Job summary

Impact! Partners Financial in Houston is seeking a Financial Advisor to leverage firm-provided leads and succeed without cold prospecting. This role involves engaging with retirees about retirement strategies and converting leads into clients.

You will benefit from salary support, commission opportunities, and continuous training on products. The ideal candidate will excel in presentations and have a proven track record in financial advising. Join a supportive environment focused on real client conversations.

Qualifications

• Proven financial-advisor or retirement-sales experience with real closing ability.
• Confidence in presenting to groups and leading seminars.
• Discipline to work firm-provided leads quickly and professionally.

Responsibilities

• Convert firm-generated demand into new client relationships.
• Engage in retirement income, advisory services, and legacy planning discussions.
• Conduct seminars or educational events efficiently.

Skills

Financial-advisor experience

Presentation skills

Client-facing credibility

Strong closing ability

Interest in W-2 advisor model

Job description

Financial Advisor - Firm-Provided Leads, Salary Support, and Real Closing Opportunity

If you are a financial advisor who can close, but you are tired of spending your best hours chasing cold prospects, this is the kind of seat worth stopping for.

Impact! Partners Financial has more retirement-planning demand than its current advisor bench can handle. The firm generates leads through TV, seminars, educational events, radio, digital media, and inbound consumer interest. This South Belt/Ellington role is based at the Houston headquarters and focuses on converting firm-generated demand into new client relationships.

This is a W-2 advisor role with salary support, commission upside as production grows, 401(k), health insurance, and a model built around existing lead flow. You are not being asked to build a cold book from scratch. You are being asked to step into a visible consumer brand, work high-intent retirement conversations, and prove you can turn opportunity into clients.

The right person will be comfortable speaking with retirees and pre-retirees about retirement income, insurance, advisory services, Medicare, tax-aware planning, and legacy planning. You do not need prior experience with fixed index annuities; the firm trains advisors on that product set. You do need urgency, follow-up discipline, presentation confidence, and the ability to conduct seminars or educational events quickly.

You will be a strong fit if you have:

• Proven financial-advisor or retirement-sales experience with real closing ability.
• Confidence in presenting to groups, leading seminars, or moving into event-based selling.
• The discipline to work firm-provided leads quickly, professionally, and consistently.
• Client-facing credibility with retirees and pre-retirees.
• Interest in a W-2 advisor model with salary support, benefits, and production upside.

This role is probably not for you if:

• You want a pure planning/service role with little sales accountability.
• You need independent-practice economics, book control, or portability before proving production fit.
• You dislike seminars, follow-up pressure, or a fast-moving founder-led environment.

For the right advisor, it's simple: more real conversations, more firm support, less cold prospecting, and a compensation model that rewards production as you grow.