Wealth Advisor (IAR)

WEALTH ADVISOR (IAR)FOR ADVISORS WHO REFUSE TO BE AVERAGEIf you're comfortable sitting in a cubicle, making cold calls, chasing quotas, and working for a giant corporation that sees you as a production number...This opportunity isn't for you.But if you're an ambitious advisor who wants:✓ Qualified opportunities provided✓ Existing client relationships available✓ Marketing support that actually generates appointments✓ Fiduciary independence✓ A planning-first philosophy✓ Unlimited earning potential✓ Leadership growth opportunities✓ A front-row seat to one of Houston's most ambitious independent advisory firmsThen keep reading.WE DON'T SELL PRODUCTS. WE BUILD PLANS.At Impact! Partners Financial, our mission is simple:To create a dramatic and lasting impact on the lives of our clients, their families, and everyone we encounter.We believe financial advice should be personal.We believe retirement planning should be comprehensive.We believe clients deserve more than product recommendations and generic investment portfolios.As an independent fiduciary firm, we help successful families navigate retirement income planning, tax strategies, investment management, wealth preservation, and multi-generational planning.Most importantly, we help people retire with confidence.WHY TOP ADVISORS LEAVE OTHER FIRMS FOR IMPACT!Let's be honest.Many firms promise support.Many firms promise culture.Many firms promise growth.Very few actually deliver.WE PROVIDE OPPORTUNITIESYou will not be expected to cold-call.Ever.We invest heavily in:• Educational dinner seminars• Television marketing• Digital marketing campaigns• Strategic partnerships• Community involvement• Referral systems• Brand developmentOur advisors spend their time doing what they do best:Meeting with families. Building plans. Changing lives.WE BELIEVE IN TRUE INDEPENDENCENo proprietary products.No corporate sales quotas.No one telling you what solution to recommend.Our advisors are empowered to provide recommendations based on what is best for the client—not for a parent company.WE ARE BUILT FOR GROWTHThis is not a maintenance firm.This is a growth firm.Our vision is bold:To become the most dominant and successful independent financial advisory firm in Houston history.Not someday.We're building it right now.As we continue expanding throughout the Houston market, new leadership opportunities will emerge for advisors who demonstrate excellence, leadership, and a commitment to our mission.WHO THRIVES HERE?Our most successful team members share these characteristics:IntegrityThey do the right thing—even when no one is watching.AccountabilityThey own results and take responsibility.ExcellenceGood enough is never good enough.CoachabilityThey continuously improve their craft.Competitive DriveThey want to win for their clients, their team, and themselves.Team MentalityThey understand success is built together.AuthenticityThey're genuine, trustworthy, and relationship-focused.Client ObsessionThey understand that when clients win, everyone wins.Positive EnergyThey elevate the people around them.WHAT OUR BEST ADVISORS HAVE IN COMMONOur top performers are not necessarily the smartest people in the room.They're the ones who:• Put clients first• Show up prepared• Follow through on commitments• Take ownership• Continue learning• Stay humble• Outwork the competition• Care deeply about the people they serveIf that sounds like you, we'd like to meet you.WHAT SUCCESS LOOKS LIKEWithin your first 12 months, you will:• Build meaningful client relationships• Deliver exceptional planning experiences• Become an expert in the Impact Financial Blueprint• Grow assets and revenue through firm-provided opportunities• Earn the trust of clients and teammates• Contribute to the growth of the organizationCOMPENSATION & BENEFITSCompensation• Base Salary + Commissions + Advisory Fee Revenue• Realistic First-Year Earnings: $120,000–$200,000+• Top Performers: Unlimited Income PotentialAdditional Advantages• Firm-Provided Leads• Firm-Provided Marketing Support• Qualified Advisors May Inherit Existing Client Relationships• Professional Development & Coaching• Leadership Growth Opportunities• Incentive Travel OpportunitiesBENEFITS• Health Insurance• 401(k)• Paid Time Off• Continuing Education Support• Professional Development Programs• Team Events & Recognition ProgramsQUALIFICATIONSRequired• Series 65 or Series 66 License• Life & Health Insurance License• Strong relationship-building skills• Excellent communication abilities• Passion for helping clients improve their financial livesPreferred• CFP• ChFC• CRPC• CPA• EA• Existing Book of Business• 2+ Years of Advisory ExperienceCURRENTLY AT EDWARD JONES, AMERIPRISE, LPL, RAYMOND JAMES, MORGAN STANLEY, MERRILL, FIDELITY, SCHWAB, OR A LOCAL RIA?Confidential conversations are welcome.We understand that exploring opportunities requires discretion and professionalism. All inquiries will be handled with complete confidentiality.A MESSAGE FROM OUR CEOI didn't start Impact! Partners Financial to build another advisory firm.I started it because I believed clients deserved better.Better advice.Better service.Better planning.Better relationships.Over the years, we've built a firm that is committed to putting clients first, challenging the status quo, and creating meaningful outcomes for the families we serve.Today, we're building one of Texas's most ambitious independent advisory firms, and we're looking for advisors who want to help shape what comes next.We're not looking for people who simply want a job.We're looking for professionals who want to grow, lead, and make a lasting impact.If you're passionate about helping people, committed to excellence, and looking for a place where your career can truly thrive, I invite you to apply.— Summer A. RobertsFounder & CEOImpact! Partners FinancialTHE BOTTOM LINEAverage advisors look for jobs.Exceptional advisors look for opportunities.We're building something special at Impact! Partners Financial.If you're looking for a place where you can grow, serve clients at the highest level, and be part of a team that refuses to settle for average, we'd like to meet you.Confidential inquiries are always welcome.APPLY TODAYIf you're ready to explore what your next chapter could look like, submit your resume and a brief introduction telling us why you're interested in joining Impact! Partners Financial.We look forward to meeting you.