The Well
Client Acquisition Advisor
Skills
1 month ago
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Important information
Contract type:
Permanent
Location:
Houston, TX, USA
Work mode:
Onsite
Published on:
24 September 2026
What they need
Client Acquisition Advisor
$250,000 - $350,000+ Realistic Earnings | Uncapped | All Leads Provided
We are hiring a Client Acquisition Advisor on behalf of a growing independent wealth management firm expanding into Houston, TX .
This is not a prospecting role. You will not be cold calling. You will not be hunting for leads. You show up. You consult. You close.
What makes this opportunity different:
- All leads are provided - warm, pre-qualified prospects booked directly onto your calendar
- Dedicated appointment setter handles scheduling and lead qualification for you
- Uncapped commission structure
- Discretionary performance bonuses with no cap - leadership rewards results generously
- Direct mentorship access to senior firm leadership and nationally recognized industry figures
- Weekly coaching calls, sales training, and access to a premier seminar training academy
- Firm covers relocation for the right candidate
- Medical, dental, vision, $25K employer-funded life insurance, 401(k)with match, and PTO
Who thrives here:
- A natural closer with strong consultative skills and a genuine drive to perform
- Someone who loves presenting in front of people - dinner seminars and educational events are part of the role
- A coachable professional who welcomes feedback and uses it to grow
- A team player who brings energy and positivity to the office
- Series 65, 66, or 7 licensed with an active Life and Health license
This firm has won multiple industry awards for innovation, employee experience, and workplace flexibility. Leadership is hands-on, accessible, and genuinely invested in your success.
Sound like you? Let's talk.
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