Senior Financial Advisor

The Well; Southlake (TX); Hybrid; USD 70,000 - 75,000; Full time

Job summary

The Well in Southlake, TX is seeking a Senior Financial Advisor/Investment Adviser Representative to guide retirees and pre-retirees through retirement planning using a comprehensive framework. The role features a base salary with commissions and performance bonuses, and a strong path toward long-term professional growth in a small, client-centered firm.

Hybrid in-office and remote work supports client meetings and prep work, with opportunities to shape marketing, operations, and the firm’s

Qualifications

• IAR-qualifying credentials (Series 65, Series 7 + 66/63, or CFP/CFA/ChFC/CIMA/PFS) under an RIA
• Active life and health insurance license (Texas or transferable)
• Proven experience recommending and placing annuities and life insurance
• Track record converting prospects to clients through trust, listening, and clear communication
• Desire for long-term professional home in a small, client-centered firm near Southlake, TX

Responsibilities

• Guide prospective clients through discovery, planning, and decision-making using Retirement Optimization Blueprint
• Recommend and place annuity, life insurance, and investment solutions aligned with retirement goals
• Nurture leads from first appointment through close and build lasting client relationships
• Lead bi-monthly educational webinars and possibly dinner seminars
• Collaborate with the team on client experience, marketing, and operations

Skills

Relationship building

Closing

Discovery & planning

Communication

Tools

Series 65

Series 7/66/63

CFP/CFA/CHFC/CIMA/PFS

Job description

$70,000- $75,000 base + commissions and performance bonuses | First-year total comp expected at ~$125,000+

Are you a relationship-driven Senior Financial Advisor who leads with listening- and knows how to close?

We are recruiting on behalf of our client- an established, client-centered independent retirement planning firm based in Southlake, Texas- for a Senior Financial Advisor / Investment Adviser Representative.

This firm's mission is enriching others' lives. They help retirees and pre-retirees move from financial uncertainty to clarity and confidence through comprehensive retirement planning- and they need a senior advisor who can do the same.

What makes this role different:

• Hybrid flexibility- in office for client meetings, remote for prep and admin work
• Small, family-run team where your voice shapes marketing, operations, and the firm's future
• Real long-term growth path- principals are transitioning toward retirement in the next few years, and this person will be a key part of how the business moves forward
• No corporate red tape- decisions get made fast
• A culture built on genuine care for clients and colleagues alike

What you'll do

• Guide prospective clients through discovery, planning, and decision-making using a comprehensive Retirement Optimization Blueprint process
• Recommend and place annuity, life insurance, and investment solutions tailored to each client's retirement goals
• Nurture leads from first appointment through close- this role requires a true closer
• Build lasting client relationships through ongoing reviews and planning
• Lead bi-monthly educational webinars and, ideally, dinner seminars
• Collaborate with a tight-knit team on client experience, marketing, and operations

What you bring:

• IAR-qualifying credentials (Series 65, Series 7 + 66/63, or CFP/CFA/ChFC/CIMA/PFS)- U4 must be able to come up under an RIA
• Active life and health insurance license (Texas or transferable)
• Proven experience personally recommending and placing annuities and life insurance
• A track record of converting prospects to clients through trust, listening, and clear communication
• A humble, people-first mindset and a desire to find a long-term professional home
• Located within approximately 45-60 minutes of Southlake, Texas