Financial Advisor (AUM & Commission Based)
Hyde Legacy Group, LLC
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Benefits offered by this job
Job summary
Hyde Legacy Group in San Antonio, TX is seeking financial advisors to build an independent, fiduciary practice with no captive quotas and a supportive team behind you.
You will lead client relationships, provide comprehensive planning across retirement, tax, estate, and business needs, and deliver investment and advisory services through Wealth Watch Advisors. Compensation is commission and AUM-based, with flexible hybrid/remote work options.
Qualifications
- Series 65 or a combination of Series 7/66 with life and health insurance license (or ability to obtain).
- Track record of building client relationships and helping clients.
- Strong communication, coachability, and self-discipline.
- Financial services experience preferred but not required; training provided.
Responsibilities
- Serve as the primary planning contact for clients.
- Deliver comprehensive retirement, tax, estate, and business planning.
- Build long-term relationships rooted in trust and service.
- Provide investment and advisory services through Wealth Watch Advisors.
- Recommend and implement insurance solutions where appropriate.
- Keep client records and activity current in the CRM; follow up promptly.
Skills
Education
Tools
Job description
COMPENSATION Commission + AUM-based | TYPE Independent Contractor (1099) | LOCATION San Antonio, TX (hybrid or remote) | FIRM Hyde Legacy Group
Build an independent, fiduciary practice and get recognized for your best work.
As a Financial Advisor at Hyde Legacy Group, you help clients build and protect their wealth through comprehensive, client-first planning. You lead the relationship for the long term, backed by real mentorship, a modern planning stack, and a recognition program that rewards results. New or experienced, we will meet you where you are.
This is independence with a team behind you: no captive quotas, no ceiling, and a culture that celebrates your wins.
- Serve as the primary planning contact for your clients
- Deliver comprehensive planning across retirement, tax, estate, and business
- Build long‑term relationships rooted in trust and serviceAdvisory & Insurance Solutions
- Provide investment and advisory services through Wealth Watch Advisors
- Recommend and implement insurance solutions where appropriate
- Keep every recommendation suitable and client‑first
- Grow your practice through referrals, networking, and community involvement
- Build and maintain a healthy, consistent pipeline
- Represent Hyde Legacy Group with professionalism
- Keep client records and activity current in the CRM
- Follow up promptly and consistently
- Series 65, or a combination of the Series 7 and Series 66 (or the ability to obtain them), plus an active life and health insurance license (or the ability to obtain it)
- A track record of building relationships and a genuine desire to help people
- Strong communication skills, coachability, and self‑discipline
- Financial services experience preferred but not required; we will train the right person
- Commission and AUM-based (advisory) compensation with no captive quotas and no ceiling
- Ongoing coaching and mentorship, plus a modern CRM, planning tools, and marketing resources
- Independent contractor (1099); earnings vary with production and are not guaranteed
- The Hunt and The Reign, our season‑long recognition program that rewards your best work
- Earn incentive travel to destinations like Las Vegas, Orlando, Anaheim, and Niagara Falls
- Compete for four season honors: Rookie of the Year, Agent of the Year, Most Valuable Producer, and Most Improved Producer
- A permanent Legacy Wall and an annual awards celebration for our champions
- Targets are set before January 1, so you always know exactly what you are playing for
Recognition is based on overall production and is not tied to any specific product or sale. Program details are shared during the interview process.
- Builds trust quickly and earns referrals
- Delivers thorough, client‑first planning
- Follows through on every commitment
- Grows a healthy, consistent pipeline
- Coachable and always improving
- New clients and households added
- Client retention and satisfaction
- Production across advisory and insurance
- Pipeline and activity consistency
- Progress toward tier and season honors
Our culture runs on F.I.R.E.: Family, Integrity, Respect, and Execution. You will join a team that celebrates its people, does right by clients, and follows through.
Hyde Legacy Group is an equal‑opportunity firm and welcomes applicants of all backgrounds.
Advisory services offered through Wealth Watch Advisors, Inc., a registered investment adviser. Hyde Legacy Group, LLC is a DBA of Wealth Watch Advisors, Inc.
Insurance is offered through Wealth Watch Partners and the carriers it represents. These are independent contractor (1099) roles; this posting is not an offer of employment. Earnings are production‑based and are not guaranteed.
Pay: $60,000.00 - $150,000.00 per year
- Financial planning services
License/Certification:
- Series 65 (Preferred)
- Series 7 (Preferred)
- Series 66 (Preferred)
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