Wealth Advisor | Warm Leads Provided, No Prospecting

Asset Preservation Wealth & Tax

United States

On-site

USD 175,000 - 650,000

Full time

14 days+

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Benefits offered by this job

Annual bonus

Commission structure

Flexible office locations in Henderson or Summerlin

Job summary

A financial advisory firm in the United States is looking for an experienced Wealth Advisor. This role emphasizes highly qualified leads, allowing advisors to focus on closing new business without the hassle of cold prospecting. The ideal candidate should have a strong client-facing advisory background and a proven track record in sales. Compensation includes an aggressive pay structure with potential earnings exceeding $1M annually, along with a collaborative culture and excellent support from the back office.

Qualifications

2+ years of client-facing advisory experience.
Proven track record of closing business.

Responsibilities

Inherit a pipeline of warm, pre-qualified prospects.
Diagnose client needs and present holistic solutions.
Close relationships with high-net-worth clients.

Skills

Client-facing advisory experience

Closing business

Tax-efficient retirement planning

Job description

Wealth Advisor | Warm Leads Provided, No Prospecting

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Asset Preservation Wealth & Tax provided pay range

This range is provided by Asset Preservation Wealth & Tax. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$175,000.00/yr - $650,000.00/yr

Additional compensation types

Annual Bonus and Commission

Direct message the job poster from Asset Preservation Wealth & Tax

Director of Acquisitions | Talent, M&A, Special Projects

You didn’t become a Financial Advisor to be a telemarketer.

You are a high-performing Wealth Advisor who thrives in the conference room, not on the cold call. You possess the planning expertise to serve mass‑affluent families and the sales skill to close them, but you are currently throttled by the grind of self‑sourcing every appointment. You are ready to trade prospecting for producing.

The Value Proposition

$250,000 – $650,000+ FYT: Aggressive base/bridge + uncapped performance variable. Top earners clear $1M+.
Zero Cold Prospecting: Step into a calendar filled by our massive media engine (Radio, TV, Seminars) and qualified 55+ lead flow.
Tax-Integrated Advantage: We don’t just manage assets; we execute in‑house tax and estate strategies, giving you a "cheat code" for closing high‑net‑worth retirees.
Turnkey Operations: Backed by Foundations Investment Advisors ($10B+ RIA), our back office handles the paperwork, trading, and compliance so you can focus 100% on revenue.
Two-Office Flexibility: Choose your home base in Henderson or Summerlin.

The Opportunity

We are Asset Preservation Wealth & Tax, a $1B+ independent firm that has solved the industry's most complex problem: client acquisition. We are currently generating more qualified appointments than our advisors can handle. We are losing revenue simply because we lack the human capital to sit in the meetings our marketing creates.

This is your chance to solve our problem. You will inherit a pipeline of warm, pre‑qualified prospects ($500k–$5M investable assets) who already know and trust our brand. Your only job is to diagnose their needs, present our holistic solutions, and close the relationship.

The Vision

Most firms offer a desk and a phone book. We offer a career platform. We combine the high‑touch culture of a boutique fiduciary with the institutional resources of a large powerhouse. This is where you go to scale your income without scaling your administrative headaches.

The Ideal Candidate

You are a Closer: You judge success by households helped and assets gathered.
You are a Planner: You understand that "it's not what you make, it's what you keep," and you want to deliver tax‑efficient retirement outcomes.
You want Equity: You are looking for a clear, contractual path to partnership and enterprise value.
This is NOT for: The passive "relationship manager" looking to coast on an existing book, or the lone wolf who refuses to follow a proven sales process.

Qualifications