Financial Advisor

Allied Wealth; Houston (TX); On-site; USD 80,000 - 250,000; Full time

Job summary

Allied Wealth in Houston seeks an experienced Financial Advisor to convert qualified prospects into clients. Our education engine—seminars, workshops, radio, video, digital campaigns—puts retirement-focused households in front of our advisors across Greater Houston.

You'll own a local footprint including Sugar Land, Katy, League City, Galveston, Pearland, Ellington Field, with a full advisory platform for planning, investments, retirement guidance, and insurance as needed.

Qualifications

• Must hold active Series 65 or Series 66 (or CFP/CPA/CFA).
• Must hold an active life insurance license.
• Proven experience converting qualified prospects into funded client relationships.

Responsibilities

• Convert qualified prospects into meetings and client relationships.
• Lead discovery, planning, recommendations, objections, and closing.
• Provide retirement-focused advice across investments, income, taxes, estate planning, and risk; ensure funding and implementation.

Skills

Series 65

Series 66

CFP designation

Life insurance license

Education

Series 65/66 (or CFP)

CFP designation

CPA designation

CFA designation

Life Insurance license

Job description

How many qualified retirement prospects will you actually sit with this month?

If the honest answer is "not enough," the problem isn't your skill - it's your at-bats.

Allied Wealth's education engine - seminars, workshops, radio, video, digital campaigns - puts retirement-focused households in front of our advisors across Greater Houston, and right now we have more qualified opportunity than closing capacity. We're hiring an experienced Financial Advisor who can convert: step into the meeting, earn trust fast, make the recommendation, ask for the business, and follow through until the work is done.

• An established education-led marketing engine that creates qualified conversations before you ever walk into the room.
• A visible retirement-focused brand and a real advisory platform behind you - financial planning, investment management, retirement guidance, and insurance capability where it fits the household.
• A defined satellite footprint spanning Sugar Land, Katy/Cinco Ranch, League City, Angleton/Lake Jackson, Galveston, Pearland, and Ellington Field. You'll own an assigned local market; the exact office assignment is set during the process.
• Immediate hiring. This seat exists because demand is ahead of closing capacity.
• The full prospect-to-client decision: discovery, plan, recommendation, objection, commitment, funding, and implementation.
• Comprehensive retirement-focused advice across investments, income, tax-aware decisions, estate considerations, and risk.
• Relentless follow-up, clean CRM and compliance documentation, referrals, and the relationships you win.

An employer compensation range of $80,000-$250,000, with the final structure matched to experience and production mechanics. This is a seat where strong conversion translates directly into impact and earnings.

• An active Series 65 or Series 66 (or a CFP, CPA, or CFA designation).
• An active life insurance license.
• Demonstrated experience personally converting qualified prospects into funded client relationships. This is not an entry-level or service-only seat.

If you need guaranteed lead counts, an inherited book, or prospects who sell themselves, this isn't your seat. Firm-generated demand creates the at-bat - the close is still yours.

We create the opportunity. You earn the relationship.