Senior Planner- Generations Private Wealth Edward Jones
Dallas, TX1 day ago
- $144,000–$245,100 Per Year
Highlights
For the right person, this can become much bigger than an individual advisor seat: Advisor High Producer Sales Leader Office Manager Multi-Office Growth Opportunity If you're an advisor who wants warm opportunities instead of cold prospecting, significant income upside, profit-sharing potential, and a genuine path toward leading your own office , we'd like to talk. The firm is looking for a high-performing Financial Advisor who knows how to close business, build trust quickly, and wants a path toward leadership, ownership-level economics, and eventually managing their own office.
Numbers & Facts
| Location | Rockwall, Texas |
| Website | https://advisortalentsolutions.com/careers/ |
Description
Financial Advisor – Growth & Leadership OpportunityLocation: Rockwall, TX | Full-Time This Is More Than an Advisor Role — It’s an Opportunity to Help Build the Next Office. We’re partnering with a growing, planning-focused wealth management firm that has already proven its marketing and seminar model — and is now entering its next phase of growth. The firm is looking for a high-performing Financial Advisor who knows how to close business, build trust quickly, and wants a path toward leadership, ownership-level economics, and eventually managing their own office. This is not a traditional prospecting role. The firm invests heavily in marketing and generates a consistent flow of qualified prospects through seminars and other marketing channels. Your job is to meet with those prospects, uncover their needs, deliver a planning-based solution, and close the right clients. Why This Opportunity Stands Out Significant Earning Potential
You're Joining During the Growth Phase This firm isn't looking to simply add another advisor to a mature practice. The founders have built the marketing engine, seminar strategy, sales process, and operational infrastructure. Now they're adding advisors to scale what is already working. The long-term vision includes:
Opportunity to Manage Your Own Office One of the biggest long-term opportunities is the ability to grow into a sales leadership role and potentially manage your own office location. As the firm expands beyond Rockwall into markets such as Frisco, Southlake, and additional locations, high-performing advisors will have the opportunity to grow with the organization rather than remain in an individual-contributor role indefinitely. The vision is to build leaders who can eventually:
What You'll Be Doing
What Makes This Different? You won't be expected to spend your days cold calling strangers or constantly hunting for your next prospect. The marketing engine creates the opportunities. You capitalize on them. The firm invests $100K+ in marketing per advisor to generate qualified leads and drive prospects into seminars and the sales funnel. The ideal advisor is someone who genuinely enjoys:
Your Growth Path First 30 Days
60–90 Days
6 Months
What We're Looking For The ideal candidate has:
Most importantly, we're looking for someone who wants to build something — not simply inherit a book and maintain the status quo. The Bigger Picture This is an opportunity to join a firm before the next stage of its expansion. You’ll have the infrastructure, marketing, leads, training, and sales process already in place — while still having the opportunity to play a meaningful role in building the organization. For the right person, this can become much bigger than an individual advisor seat: Advisor High Producer Sales Leader Office Manager Multi-Office Growth Opportunity If you're an advisor who wants warm opportunities instead of cold prospecting, significant income upside, profit-sharing potential, and a genuine path toward leading your own office, we'd like to talk. Apply today for a confidential conversation about the opportunity. |
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