Houston Seminar-Based Financial Advisor - Growth Role

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

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.