Financial Advisor (Seminar Presenter)

The Well; Houston (TX); On-site; USD 77,000 - 94,000; Full time

Benefits offered by this job

On-site role in Houston

Job summary

The Well is seeking a Financial Advisor in the Greater Houston area to present retirement seminars and guide clients from discovery through implementation. You will close business on fixed index annuities and managed accounts, building an advisory book across multiple Houston locations.

The role is on-site, with a structured base pay of $85,000 and a ramp as production grows, plus a commission component tied to annuity sales. Candidate must be licensed and highly engaging.

Qualifications

• Proven experience presenting retirement or financial planning seminars.
• Track record closing business from seminars.
• Active Series 65/66 and life/health license.

Responsibilities

• Present educational retirement seminars to pre-retirees and retirees in the Greater Houston area.
• Convert attendees to appointments and manage client meetings from discovery to implementation.
• Close business across fixed index annuities and fee-based managed accounts.
• Deliver comprehensive retirement planning addressing income, tax, risk, wealth preservation, and legacy goals.
• Develop and maintain an advisory book across multiple locations in the Houston market.

Skills

Seminar presentation

Sales closing

Active Series 65/66

Life/Health insurance license

Hunter mindset

Job description

Location: Greater Houston, TX (multiple office locations across the metro)

Role Summary

We’re hiring a Financial Advisor on behalf of our client—a growing independent retirement planning firm based in the Greater Houston area.

This is a role for a proven seminar presenter who is ready to step into a fully built marketing machine and start producing right away. Our client brings in more than $160 million in new assets every year and runs 150+ educational workshops annually, supported by radio, television, YouTube, podcast, and social media marketing. The firm currently has six producing advisors and is building toward 10 to 20, so this is a true growth seat with plenty of room to run.

Reporting directly to the firm’s founder, who focuses entirely on training advisors and growing the business, you’ll present educational retirement seminars, run first and follow-up client meetings, and close business across fixed index annuities and managed accounts. Everything you need to run a seminar is handed to you. What you bring is the presence to own the room and the skill to turn attendees into clients.

Core Responsibilities

• Present educational retirement and income-planning seminars and workshops to pre-retirees and retirees across the Greater Houston area
• Convert seminar attendees into scheduled appointments and lead the full client meeting process from discovery through implementation
• Close new business across fixed index annuities and fee-based managed accounts, typically in a blended, holistic plan
• Deliver holistic retirement planning that addresses income, tax, risk management, wealth preservation, and legacy goals
• Actively hunt for new assets, including helping prospects reposition funds away from bank CDs and other low-yield vehicles
• Work leads generated through the firm’s radio, TV, YouTube, podcast, LinkedIn, and Facebook marketing
• Rotate across multiple office locations in the Houston metro to support the firm’s market‑by‑market seminar strategy
• Build and maintain an ongoing advisory book, staying in touch with clients after the initial sale
• Partner with the firm’s founder and leadership team on training, best practices, and continuous improvement
• Maintain full compliance with insurance and investment advisory regulations

Candidate Profile

Must‑Haves

• Proven experience presenting retirement or financial planning seminars and closing business from them
• Background at an independent, seminar‑driven advisory or insurance practice
• Track record of production in both fixed index annuities and assets under management
• Active Series 65 (or 66) and an active life and health (or life) insurance license
• A natural hunter mindset—comfortable going out and winning new assets rather than servicing an existing book
• Ready to produce right away, with minimal ramp‑up training needed

Nice‑to‑Haves

• CRPC designation, with CFP strongly preferred and CFP plus CPA as the gold standard
• Experience serving pre‑retiree and retiree households in the $500K to $2M range
• Strong, confident speaking presence with a polished, educational style

Compensation and Benefits

Client starts you at an $85k base so you’re paid while you build your book. The base steps down over your first year as your production ramps up, and after that you’re earning 30% of street comp on every annuity you write- A break down of what this can look like is provided.

Work Environment and Culture

This is a full‑time, on‑site role based in the Greater Houston area. The firm runs a hub‑and‑spoke model, with a central headquarters and satellite offices spread across the metro so marketing stays fresh and no single area gets oversaturated. Advisors should expect to work from different locations depending on where seminars are held, with regular time at headquarters.

The culture is fast‑paced, entrepreneurial, and performance‑driven. Leadership is direct, confident, and focused on helping advisors win. If you’re already great at seminars and want a bigger platform, more support, and better economics, this is a natural next step. Candidates outside of Texas who are open to relocating are welcome to apply.