Senior Financial Advisor

$70,000- $75,000 base + commissions and performance bonuses | First-year total comp expected at ~$125,000+

Are you a relationship-driven Senior Financial Advisor who leads with listening- and knows how to close?

We are recruiting on behalf of our client- an established, client-centered independent retirement planning firm based in Southlake, Texas- for a Senior Financial Advisor / Investment Adviser Representative.

This firm's mission is enriching others' lives. They help retirees and pre-retirees move from financial uncertainty to clarity and confidence through comprehensive retirement planning- and they need a senior advisor who can do the same.

What makes this role different:

- Hybrid flexibility- in office for client meetings, remote for prep and admin work

• Small, family-run team where your voice shapes marketing, operations, and the firm's future

• Real long-term growth path- principals are transitioning toward retirement in the next few years, and this person will be a key part of how the business moves forward

• No corporate red tape- decisions get made fast

• A culture built on genuine care for clients and colleagues alike

What you'll do :

• Guide prospective clients through discovery, planning, and decision-making using a comprehensive Retirement Optimization Blueprint process

• Recommend and place annuity, life insurance, and investment solutions tailored to each client's retirement goals

• Nurture leads from first appointment through close- this role requires a true closer

• Build lasting client relationships through ongoing reviews and planning

• Lead bi-monthly educational webinars and, ideally, dinner seminars

• Collaborate with a tight-knit team on client experience, marketing, and operations

What you bring:

• IAR-qualifying credentials (Series 65, Series 7 + 66/63, or CFP/CFA/ChFC/CIMA/PFS)- U4 must be able to come up under an RIA

• Active life and health insurance license (Texas or transferable)

• Proven experience personally recommending and placing annuities and life insurance

• Strong retirement income planning knowledge

• A track record of converting prospects to clients through trust, listening, and clear communication

• A humble, people-first mindset and a desire to find a long-term professional home

• Located within approximately 45-60 minutes of Southlake, Texas

Sound like you? Let's talk