Financial Advisor

Madison Professional Group; Rockwall (TX); On-site; USD 75,000 - 420,000; Full time

Benefits offered by this job

Seminars & client events

Educational events

Marketing campaigns

Back-office support

Job summary

Madison Professional Group, a national executive search and recruiting firm in the wealth management space, is partnering with a growing DFW wealth management firm to recruit an experienced Financial Advisor/Wealth Advisor. You will focus on building relationships, uncovering needs, and converting qualified opportunities into long-term client relationships, without needing to bring your own book.

This role involves leading discovery, presenting at events, and following centralized processes.

Qualifications

• 2–3+ years of financial advisory or wealth management experience.
• Series 65 or 66 license preferred/required.
• Texas Life & Health license preferred/required.
• Must be able to work in-office in DFW, with initial training in Rockwall.

Responsibilities

• Lead discovery, follow-up, and closing meetings with prospects.
• Convert qualified prospects into new client relationships.
• Develop and maintain long-term client relationships.
• Present at seminars, webinars, and client events.
• Follow established Salesforce workflows and client-engagement processes.
• Participate in coaching and development to improve conversion and outcomes.
• Collaborate with centralized investment, marketing, operations, and service teams.

Skills

Relationship-building

Communication skills

Presentation skills

Coaching receptiveness

Education

Series 65 or 66

Texas Life & Health license

Tools

Salesforce

Job description

In-Office | No Book of Business Required

Madison Professional Group is partnering with a growing DFW wealth management firm on a confidential search for an experienced Financial Advisor/Wealth Advisor.

This is not a “bring your book and build it yourself” opportunity.

The firm provides the marketing, qualified prospect flow, technology, training, investment resources, and back-office infrastructure. The Wealth Advisor's focus is on what strong advisors do best: building relationships, uncovering needs, providing guidance, and converting qualified opportunities into long-term client relationships.

You do not need to transition an existing book of business.

Why This Opportunity Is Different

The firm makes a significant investment in creating opportunities for its advisors:

• The firm offers seminars, educational events, client events, and marketing campaigns
• Target pipeline of approximately 6–8 qualified opportunities per week
• Typical prospective households with approximately $600K–$800K in investable assets, with larger opportunities regularly entering the pipeline
• Centralized marketing, operations, scheduling, and investment support
• Established sales and client-engagement process with training and coaching

Rather than operating as a collection of independent advisor practices, the organization is building one scalable wealth management firm with a consistent client experience and repeatable growth model.

What You'll Do

You will own the relationship-development and conversion process, including:

• Leading discovery, follow-up, and closing meetings
• Converting qualified prospects into new client relationships
• Developing and maintaining long-term client relationships
• Presenting at seminars, webinars, educational programs, and client events
• Following established Salesforce workflows and client-engagement processes
• Participating in coaching and development designed to improve conversion and client outcomes
• Collaborating with centralized investment, marketing, operations, and service teams

Who We're Looking For

This opportunity is designed for a mature, competitive, coachable relationship-builder who enjoys producing and closing business.

You should be someone who gets satisfaction from developing an opportunity from the initial conversation through becoming a client—not someone looking exclusively to service an inherited book.

Successful candidates will be able to:

• Establish credibility with affluent retirees and pre-retirees
• Translate complex financial concepts into understandable conversations
• Conduct effective discovery and uncover client needs
• Confidently ask for the business when appropriate
• Present comfortably in both one-on-one and group settings
• Follow a proven process while remaining authentic with clients
• Receive coaching and continuously improve
• Contribute to the growth of a multi-location wealth management firm

Qualifications

• 2–3+ years of financial advisory, wealth management, or relevant consultative sales experience
• Series 65 or 66 preferred/required
• Texas Life & Health license preferred/required
• Strong communication, presentation, and relationship-development skills
• Comfortable in a production-oriented environment with measurable goals
• Ability to work in-office in DFW, with initial training based in Rockwall
• Availability for occasional evening seminars and client events

Compensation & Growth

The compensation structure is designed to reward advisors as they build production:

Base Salary: Approximately $75K–$80K, depending on experience, plus benefits

Production Compensation: Approximately 20% of qualifying production, including recurring AUM compensation under the current structure

The firm's projected earning potential for a successful advisor is approximately: Year 1: Up to $200K, Year 2: $300K–$350K and Year 5: $400K–$500K

These figures represent potential outcomes and are not guaranteed compensation. For high performers, the firm's expansion may also create opportunities for location leadership, advisor mentoring, and potential partnership/equity participation.

About Madison Professional Group

Madison Professional Group (MPG) is a national executive search and recruiting firm specializing in the wealth management and financial services industry.

We partner with emerging and established RIAs, broker-dealers, family offices, and wealth management organizations to identify professionals who align with both the technical requirements and culture of each firm.

Our approach is relationship-driven and confidential. We take the time to understand what you want from your next opportunity, help you evaluate the fit, and connect you directly with hiring decision-makers.

There is no cost to candidates. MPG is compensated by the hiring firm, and our involvement does not reduce or otherwise impact your compensation.