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Client Acquisition Advisor

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Onsite

Client Acquisition Advisor

The Well

Client Acquisition Advisor

Skills

Cold Calling

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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