Senior Wealth Advisor

Allied Wealth; The Woodlands (TX); On-site; USD 250,000 - 1,000,000; Full time

Job summary

Allied Wealth in the Greater Houston area is actively seeking three experienced Senior Wealth Advisors to join our expanding team. We provide a platform that supports marketing, lead-generation, and client service so advisors can focus on advising clients and growing relationships.

This role rewards proven producers who can develop new clients, manage affluent accounts, and present retirement strategies. A portable book is not required; compensation includes base salary plus production-based

Qualifications

• 5+ years of financial advisory or wealth-management experience preferred.
• Demonstrated ability to develop new client relationships.
• Strong presentation and communication skills.
• Experience working with affluent and high-net-worth clients.
• Comfort presenting financial and retirement concepts to individuals and groups.
• Strong relationship-building and follow-up skills.
• Retirement planning, insurance and annuity experience is valuable.
• A portable book of business is not required.

Responsibilities

• Client referrals and introductions
• CPA and attorney relationships
• Centers of Influence
• Corporate and employer relationships
• Business and professional relationships
• Community organizations and networking

Job description

Allied Wealth is selectively hiring three experienced Senior Wealth Advisors as we continue expanding across Greater Houston. We have built the marketing, lead-generation, operations and client-service infrastructure around our advisors so they can spend their time where it matters most: Advising clients. Developing relationships. Growing.

About the Role

This is not a service-only advisor position. We are looking for experienced advisors who are strong with clients and also enjoy developing new relationships. Allied Wealth invests across multiple marketing channels to create opportunities for our advisors, including seminars, digital marketing, YouTube, LinkedIn, radio, podcasting, television and strategic lead-generation programs.

Responsibilities

• Client referrals and introductions
• CPA and attorney relationships
• Centers of Influence
• Corporate and employer relationships
• Business and professional relationships
• Community organizations and networking

Qualifications

• 5+ years of financial advisory or wealth-management experience preferred
• Demonstrated ability to develop new client relationships
• Strong presentation and communication skills
• Experience working with affluent and high-net-worth clients
• Comfort presenting financial and retirement concepts to individuals and groups
• Strong relationship-building and follow-up skills
• Retirement planning, insurance and annuity experience is valuable
• A portable book of business is not required

Required Skills

What matters is that you can demonstrate that you know how to build relationships, convert opportunities into clients and grow a meaningful advisory practice.

Preferred Skills

Experience working with affluent and high-net-worth clients is valuable.

Pay range and compensation package

Compensation: $250,000–$1,000,000+ Opportunity. Compensation includes a base salary plus production-based compensation. A typical starting structure may include approximately: $125,000 base salary + 20% participation in defined revenue generated from the advisor's production. Total compensation will depend on experience, production, revenue mix and the agreed compensation structure. Our top advisors earn $1,000,000 plus per year.

Equal Opportunity Statement

We want our advisors to have the upside of building a substantial practice without carrying the cost and complexity of building an advisory firm themselves. If you are an experienced advisor who believes you can produce at a high level with the right platform behind you, we should talk.