Job Description
Join Lubbock's premier wealth management firm as a Senior Financial Advisor and unlock exceptional earning potential in one of Texas's most dynamic markets. We're seeking driven professionals to build high-net-worth portfolios while enjoying unmatched support, cutting-edge technology, and a culture of excellence. Our comprehensive compensation structure guarantees uncapped earning potential with industry-leading commission tiers and performance bonuses.
As a cornerstone of our Lubbock team, you'll benefit from exclusive access to institutional investment platforms, continuous CE-accredited training, and a client acquisition pipeline generated through our regional marketing initiatives. This is your opportunity to transform financial expertise into extraordinary wealth – both for your clients and yourself.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain a $5M+ book of business through strategic networking
- Execute investment strategies across equities, fixed income, and alternative assets
- Lead retirement planning and wealth transfer solutions
- Utilize CRM systems to track client portfolios and compliance requirements
- Mentor junior advisors while contributing to firm-wide growth initiatives
Qualifications
- Series 65, 66, and Life/Health licenses required
- Minimum 5 years experience in financial advisory or wealth management
- Proven track record of building $3M+ client portfolios
- CFP or CFA designation strongly preferred
- Exceptional presentation skills and financial acumen
- Texas residency preferred (relocation assistance available)
- FINRA CRD record in good standing