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Job Description
Lead Financial Advisor / Market Lead Millennial Wealth Management Amarillo, TX Job Details Full-time | Contract $100,000 - $300,000 a year 23 hours ago Qualifications Business development management Customer relationship building Business development within consulting Portfolio management advisory services Client retention Investment client management Client services Fiduciary duties Creativity Business development within finance Proactiveness Series 65 Full Job Description 1099 Advisor Opportunity | 60%-90% Revenue Share | Existing Office Provided | Potential Equity Opportunity Millennial Wealth Management is seeking an experienced Financial Advisor to help lead and grow our Amarillo, Texas office. This opportunity is designed for a high-performing advisor who wants greater independence, stronger economics, and a better platform for serving clients — without having to build an entire business from scratch. This is a 1099 independent advisor opportunity with a revenue-sharing structure ranging from 60% to 90%, access to an existing professional office location in Amarillo, and support from an established Registered Investment Advisor. For the right long-term advisor, future equity participation opportunities may be available based on performance, cultural fit, revenue growth, and strategic contribution to the firm. If you are an experienced advisor who feels limited by your current firm's payout, bureaucracy, client service model, or lack of long-term upside, this may be the right opportunity. About Millennial Wealth Management Millennial Wealth Management is an independent Registered Investment Advisor serving high-income professionals, business owners, executives, families, and high-net-worth clients. We provide comprehensive financial planning and investment management through a fiduciary, planning-first approach. Our firm is built around long-term client relationships, thoughtful advice, modern technology, and a high level of personal service. We are expanding our presence in Amarillo and are seeking the right advisor to represent and grow the firm locally. The Opportunity As the Lead Financial Advisor / Market Lead for our Amarillo office, you will have the opportunity to build, serve, and grow client relationships while benefiting from the infrastructure, brand, systems, and support of Millennial Wealth Management. This role is ideal for an advisor who wants the autonomy and earning potential of independence, but does not want the full cost, risk, and operational burden of launching a standalone advisory firm.
Millennial Wealth Management provides:
Existing professional office space in Amarillo Corporate office overhead support Established RIA infrastructure Brand and marketing support Planning and investment management systems Operational and administrative support A fiduciary, client-first advisory environment Flexibility to grow your practice under a modern advisory platform This is a unique opportunity for an entrepreneurial advisor to step into a local leadership role with meaningful income potential and long-term growth upside. Compensation This is a 1099 independent contractor position with a highly competitive revenue-sharing model. Advisor revenue share ranges from 60% to 90% and is determined by a combination of: Advisor experience Revenue production Professional credentials Portable client relationships Portable assets under management Business development capability Client service experience Strategic fit with the firm Long-term growth potential Our model is designed to reward advisors who generate meaningful revenue, bring strong client relationships, and help grow the Amarillo office. Highly qualified advisors with an existing book of business, strong production history, advanced credentials, or significant growth potential may qualify for customized economics. Future equity participation opportunities may be available for the right advisor based on long-term performance, leadership, revenue growth, and alignment with the firm's vision. Why This Opportunity Is Different Many experienced advisors eventually reach a point where they want more. More freedom. Better economics. Less bureaucracy. More control over the client experience. A clearer path toward building long-term wealth. At Millennial Wealth Management, we are creating an opportunity for advisors who want the benefits of independence while still having access to the infrastructure and support of an established advisory firm. Unlike many independent advisor opportunities, this role includes access to an existing physical office in Amarillo and corporate overhead support, allowing you to focus more time on serving clients, growing relationships, and building your practice. This is not a traditional employee advisor role. It is an opportunity to operate with independence, earn a higher payout, and potentially grow into a larger leadership role over time. Responsibilities The Lead Financial Advisor / Market Lead will help grow and serve the Amarillo market while representing Millennial Wealth Management with professionalism, integrity, and a strong fiduciary mindset.
Responsibilities include:
Serve as the primary advisor for client relationships Deliver comprehensive financial planning and investment management advice Build and deepen long-term client relationships Grow advisory revenue through referrals, centers of influence, and business development Represent the firm in the Amarillo community Collaborate with firm leadership on local market growth Maintain a fiduciary standard in all client interactions Support a high-quality client experience consistent with the firm's planning-first approach Help establish Millennial Wealth Management as a trusted advisory firm in the Amarillo market Ideal Candidate We are looking for an experienced, entrepreneurial advisor who wants to grow within a high-integrity advisory firm. The ideal candidate has already proven they can build trust with clients and now wants a better platform, stronger payout, greater autonomy, and more long-term upside. Required Qualifications 5+ years of experience as a Financial Advisor, Wealth Advisor, Investment Advisor, or Financial Planner Appropriate advisory licensing or registration, such as Series 65, Series 66, or equivalent Strong understanding of financial planning and investment management Proven ability to build and maintain client relationships High ethical standards and commitment to fiduciary advice Entrepreneurial mindset Strong communication and relationship-building skills Ability to develop business and grow client relationships Desire to maintain a local presence in the Amarillo market Preferred Qualifications CFP® designation Existing portable book of business Demonstrated revenue production Existing client relationships or portable assets under management Experience serving high-income professionals, business owners, executives, or high-net-worth families Strong local relationships in Amarillo or the surrounding region Prior experience in an independent RIA, wirehouse, broker-dealer, bank, or planning-focused advisory firm Interest in long-term leadership and potential equity participation within a growing advisory firm Who This Is For This opportunity may be a strong fit if you are an advisor who is asking: Why am I keeping only a fraction of the revenue I generate? Why am I limited by a corporate platform that does not reflect how I want to serve clients? Why am I building enterprise value for someone else without meaningful long-term upside? How can I gain more independence without taking on all the costs and complexity alone? What would it look like to serve clients in a modern fiduciary firm with better economics? Is there a better path to income, autonomy, leadership, and possible ownership? If those questions resonate with you, we would welcome a confidential conversation. Location Amarillo, Texas This role is based out of our Amarillo office. Flexible work arrangements may be available, but candidates should be able to maintain a local presence and serve clients in the Amarillo market. Employment Type 1099 Independent Contractor Compensation Revenue share ranging from 60% to 90%, based on experience, credentials, revenue production, portable assets, client relationships, and overall fit. Potential future equity participation may be available for the right long-term advisor. Apply Confidentially Qualified candidates should submit a resume and a brief summary of their experience, credentials, current advisory focus, and client service philosophy. If applicable, candidates may also include general information regarding current revenue production, portable client relationships, or assets under management. All inquiries will be handled confidentially. Millennial Wealth Management is seeking the right long-term advisor to help grow our Amarillo presence and serve clients with excellence.
