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AW
Allied Wealth
Financial Advisor | Proven Closer | Firm-Generated Opportunities
Career Insights for Financial Planner / Investment Consultant
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Based on Texas data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$102,684 / year median in Texas
+8% projected growth
Job Description
How many qualified retirement prospects will you actually sit with this month? If the honest answer is "not enough," the problem isn't your skill — it's your at-bats. Allied Wealth's education engine — seminars, workshops, radio, video, digital campaigns — puts retirement-focused households in front of our advisors across Greater Houston, and right now we have more qualified opportunity than closing capacity. We're hiring an experienced Financial Advisor who can convert: step into the meeting, earn trust fast, make the recommendation, ask for the business, and follow through until the work is done. Why this seat produces An established education-led marketing engine that creates qualified conversations before you ever walk into the room. A visible retirement-focused brand and a real advisory platform behind you — financial planning, investment management, retirement guidance, and insurance capability where it fits the household. A defined satellite footprint spanning Sugar Land, Katy/Cinco Ranch, League City, Angleton/Lake Jackson, Galveston, Pearland, and Ellington Field. You'll own an assigned local market; the exact office assignment is set during the process. Immediate hiring. This seat exists because demand is ahead of closing capacity. What you'll own The full prospect-to-client decision: discovery, plan, recommendation, objection, commitment, funding, and implementation. Comprehensive retirement-focused advice across investments, income, tax-aware decisions, estate considerations, and risk. Relentless follow-up, clean CRM and compliance documentation, referrals, and the relationships you win. The earnings An employer compensation range of $80,000-$250,000, with the final structure matched to experience and production mechanics. This is a seat where strong conversion translates directly into impact and earnings. Required to apply An active Series 65 or Series 66 (or a CFP, CPA, or CFA designation). An active life insurance license. Demonstrated experience personally converting qualified prospects into funded client relationships. This is not an entry-level or service-only seat. Read this before you apply If you need guaranteed lead counts, an inherited book, or prospects who sell themselves, this isn't your seat. Firm-generated demand creates the at-bat — the close is still yours. We create the opportunity. You earn the relationship. If you're the closer we're describing, apply now — we're hiring immediately and we move fast.