Financial Advisor-Texas

Job Description

Job Description

Financial Advisor – Succession Plan- Opportunity

Location : Commerce, TX

Compensation : 90-100K base + Variable Compensation

Relocation Assistance Provided

Grow Your Career with a Built-In Book of Business

Are you an experienced financial advisor looking to take the next big step in your career?

We’re offering a unique, career-defining opportunity in Commerce, Texas for a qualified financial advisor to inherit a

well-established book of business from a retiring advisor. This position includes a carefully structured transition plan

designed for long-term client retention and success.

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.