WHAT YOU CAN EXPECT

Immediate access to an existing client base with strong relationships already in place
A 1–2 year joint work transition period with the retiring advisor to ensure a smooth handoff
The opportunity to grow and deepen client relationships while building trust
Base salary plus variable compensation based on performance
Relocation assistance to help make your move to Commerce, TX seamless
Backed by a strong support team and infrastructure to help you succeedWho We’re Looking For

A licensed and experienced financial advisor or planner with a passion for helping others

• Series 7, Series 66 and CFP Preferred

This opportunity is for someone with excellent interpersonal and relationship management skills
and a proactive mindset, who is excited about both client service and long-term career growth.
You will have the ability to work collaboratively during the transition period and independently long term!
This is more than a job—it’s a rare opportunity to step into a respected practice, build lasting relationships, and make a meaningful impact in the lives of your clients.

Please refer the Job description for details