Financial Advisor

In-Office | No Book of Business Required Madison Professional Group is partnering with a growing DFW wealth management firm on a confidential search for an experienced Financial Advisor/Wealth Advisor. This is not a “bring your book and build it yourself” opportunity. The firm provides the marketing, qualified prospect flow, technology, training, investment resources, and back-office infrastructure . The Wealth Advisor's focus is on what strong advisors do best: building relationships, uncovering needs, providing guidance, and converting qualified opportunities into long-term client relationships. You do not need to transition an existing book of business. Why This Opportunity Is Different The firm makes a significant investment in creating opportunities for its advisors: The firm offers seminars, educational events, client events, and marketing campaigns Target pipeline of approximately 6–8 qualified opportunities per week Typical prospective households with approximately $600K–$800K in investable assets , with larger opportunities regularly entering the pipeline Centralized marketing, operations, scheduling, and investment support Established sales and client-engagement process with training and coaching Rather than operating as a collection of independent advisor practices, the organization is building one scalable wealth management firm with a consistent client experience and repeatable growth model . What You'll Do You will own the relationship-development and conversion process, including: Leading discovery, follow-up, and closing meetings Converting qualified prospects into new client relationships Developing and maintaining long-term client relationships Presenting at seminars, webinars, educational programs, and client events Following established Salesforce workflows and client-engagement processes Participating in coaching and development designed to improve conversion and client outcomes Collaborating with centralized investment, marketing, operations, and service teams Who We're Looking For This opportunity is designed for a mature, competitive, coachable relationship-builder who enjoys producing and closing business . You should be someone who gets satisfaction from developing an opportunity from the initial conversation through becoming a client—not someone looking exclusively to service an inherited book. Successful candidates will be able to: Establish credibility with affluent retirees and pre-retirees Translate complex financial concepts into understandable conversations Conduct effective discovery and uncover client needs Confidently ask for the business when appropriate Present comfortably in both one-on-one and group settings Follow a proven process while remaining authentic with clients Receive coaching and continuously improve Contribute to the growth of a multi-location wealth management firm Qualifications 2–3+ years of financial advisory, wealth management, or relevant consultative sales experience Series 65 or 66 preferred/required Texas Life & Health license preferred/required Strong communication, presentation, and relationship-development skills Comfortable in a production-oriented environment with measurable goals Ability to work in-office in DFW , with initial training based in Rockwall Availability for occasional evening seminars and client events Compensation & Growth The compensation structure is designed to reward advisors as they build production: Base Salary: Approximately $75K–$80K , depending on experience, plus benefits Production Compensation: Approximately 20% of qualifying production , including recurring AUM compensation under the current structure The firm's projected earning potential for a successful advisor is approximately: Year 1: Up to $200K, Year 2: $300K–$350K and Year 5: $400K–$500K These figures represent potential outcomes and are not guaranteed compensation . For high performers, the firm's expansion may also create opportunities for location leadership, advisor mentoring, and potential partnership/equity participation . About Madison Professional Group Madison Professional Group (MPG) is a national executive search and recruiting firm specializing in the wealth management and financial services industry . We partner with emerging and established RIAs, broker-dealers, family offices, and wealth management organizations to identify professionals who align with both the technical requirements and culture of each firm. Our approach is relationship-driven and confidential. We take the time to understand what you want from your next opportunity , help you evaluate the fit, and connect you directly with hiring decision-makers. There is no cost to candidates. MPG is compensated by the hiring firm, and our involvement does not reduce or otherwise impact your compensation. #J-18808-Ljbffr