Financial Advisor - Pre-Qualified Leads Provided

Prevail Recruiting; Houston (TX); On-site; USD 75,000 - 350,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Employer-funded life insurance

401(k) with company match after one年

Paid time off

Ongoing professional development and培训

Job summary

Prevail Recruiting is seeking a Financial Advisor in a role with pre-qualified leads and no prospecting requirements. You will meet with clients in person in multiple markets and close new assets using an established marketing engine.

The position offers base salary plus uncapped commissions, with earning potential in the $250K–$350K+ range for strong performers. Onsite office-based, relocation assistance available for qualified candidates in Houston, TX and other listed cities.

Qualifications

• Active Series 65 or Series 66 license is required.
• 3+ years of experience as a Financial Advisor or similar client-facing role.
• Strong consultative sales and closing skills.
• Client-first, education-oriented approach to financial planning.

Responsibilities

• Meet with pre-qualified clients to understand goals and retirement objectives.
• Conduct discovery conversations and identify planning opportunities.
• Present customized financial strategies and educate clients on solutions.
• Close new client relationships and grow assets under management.
• Present at webinars and seminars to build presence in markets.
• Collaborate with internal teams to deliver the client experience.

Skills

Series 65/66 license

Consultative sales

Closing skills

Client relationship development

Tools

CRM tools

Job description

Financial Advisor | Pre-Qualified Leads Provided

Houston, TX | Tampa, FL | Jacksonville, FL | St. Louis, MO | Memphis, TN | Chicago, IL

• Relocation Assistance Available | Onsite

Base salary + Uncapped Commission | $250K–$350K+ Top-Performer Potential

Are you a successful Financial Advisor who would rather spend more time advising and closing clients and less time prospecting for them?

We're partnering with a growing financial advisory firm to hire an experienced, sales-driven

Financial Advisor for its current and expanding markets.

This opportunity is different from the traditional advisor model: you don't have to build your own pipeline.

The firm provides an established marketing engine, pre-qualified prospective clients, internal qualification support, and dedicated appointment setting. Qualified meetings are placed directly on your calendar.

Your focus is what you do best: conduct discovery, build trust, present financial strategies, and close new business.

What You'll Do

• Meet with pre-qualified prospective clients to understand their financial goals, concerns, and retirement objectives
• Conduct consultative discovery conversations and identify planning opportunities
• Present customized financial strategies and educate clients on appropriate solutions
• Build trust, overcome objections, and confidently close new client relationships
• Convert qualified opportunities into new households and assets under management
• Present at educational webinars and dinner seminars as you become established in the role
• Partner with internal planning, service, marketing, and operations teams throughout the client experience

No cold calling. No prospect lists. No requirement to bring an existing book of business.

What We're Looking For

• Active Series 65 or Series 66 - required
• 3+ years of experience as a Financial Advisor, Wealth Advisor, Private Client Advisor, Financial Consultant, or similar client-facing advisory professional
• Demonstrated ability to win new clients and close new assets
• Strong consultative sales and closing skills
• Excellent communication and presentation ability
• Confidence presenting financial concepts to individuals and groups
• Client-first, education-oriented approach to financial planning

Preferred, but not required:

• Series 7 or additional securities licenses
• Retirement and income-planning experience
• Annuity and/or life insurance experience
• Holistic financial planning experience
• Seminar, webinar, or public-speaking experience

This is a performance-driven opportunity with significant upside for successful advisors.

• $75,000 Year 1 minimum draw
• Uncapped commissions and advisory revenue
• $250,000–$350,000+ earning potential for strong/top performers
• Pre-qualified prospective clients provided
• Dedicated appointment-setting and qualification support
• Established marketing and lead-generation infrastructure
• Medical, dental, and vision benefits
• Employer-funded life insurance
• 401(k) with company match after one year
• Paid time off
• Ongoing professional development and industry training

Location

We're conducting a national search for advisors interested in joining the firm's current and expanding markets, including:

• Houston, TX
• Tampa, FL
• St. Louis, MO
• Memphis, TN
• Chicago, IL

This is an office-based position and is not remote. Relocation assistance is available for qualified candidates.

If you're already succeeding as a Financial Advisor but are tired of spending a significant portion of your time finding your next prospect, this is an opportunity to work differently.

• The firm generates the opportunities. You focus on advising clients and winning the business.