Wealth Advisor: Lead-Generated Client Relationships

Madison Professional Group; Rockwall (TX); On-site; USD 75,000 - 420,000; Full time

Benefits offered by this job

Seminars & client events

Educational events

Marketing campaigns

Back-office support

Job summary

Madison Professional Group, a national executive search and recruiting firm in the wealth management space, is partnering with a growing DFW wealth management firm to recruit an experienced Financial Advisor/Wealth Advisor. You will focus on building relationships, uncovering needs, and converting qualified opportunities into long-term client relationships, without needing to bring your own book.

This role involves leading discovery, presenting at events, and following centralized processes.

Qualifications

• 2–3+ years of financial advisory or wealth management experience.
• Series 65 or 66 license preferred/required.
• Texas Life & Health license preferred/required.
• Must be able to work in-office in DFW, with initial training in Rockwall.

Responsibilities

• Lead discovery, follow-up, and closing meetings with prospects.
• Convert qualified prospects into new client relationships.
• Develop and maintain long-term client relationships.
• Present at seminars, webinars, and client events.
• Follow established Salesforce workflows and client-engagement processes.
• Participate in coaching and development to improve conversion and outcomes.
• Collaborate with centralized investment, marketing, operations, and service teams.

Skills

Relationship-building

Communication skills

Presentation skills

Coaching receptiveness

Education

Series 65 or 66

Texas Life & Health license

Tools

Salesforce

Job description

Madison Professional Group, a national executive search and recruiting firm in the wealth management space, is partnering with a growing DFW wealth management firm to recruit an experienced Financial Advisor/Wealth Advisor. You will focus on building relationships, uncovering needs, and converting qualified opportunities into long-term client relationships, without needing to bring your own book.

This role involves leading discovery, presenting at events, and following centralized processes.