Magellan Financial & Insurance Services, Inc. · 1 week ago
Financial Advisor | Lead The Market
DFW Metroplex
Full-time
Onsite
Senior LevelMagellan Financial & Insurance Services, Inc. is a retirement planning firm based in Fort Worth that emphasizes a client-first process. They are seeking a Lead Financial Advisor to manage retirement planning conversations and convert warm opportunities into long-term clients.
Financial ServicesInsuranceService Industry
Hiring Manager
Isaiah Williams
Responsibilities
Lead retirement planning conversations using a clear, written plan
Convert warm opportunities into long-term clients through a consultative close
Implement holistic solutions aligned to client goals and needs
Follow a consistent meeting and plan-delivery process
Partner with service and operations to ensure smooth onboarding and retention
Contribute ideas and leadership energy to help refine the advisor experience
Qualification
Required
Active Life & Health insurance license
Active Series 65 or 66
Proven success in retirement or wealth planning conversations
Strong communication skills with clients typically 50–75
Experience presenting and closing with a written financial plan
Comfort discussing annuities and insurance as part of holistic planning
CFP® or working toward it
Background in appointment-driven or inbound-lead environments
Benefits
Warm, qualified retirement appointments — no prospecting required
A proven, repeatable written-plan process that builds trust and confidence
Full planning toolkit: fee-based investments, fixed indexed annuities, and life insurance (fit-first)
Strong service + operations support so you stay focused on advising
A Lead Advisor seat with influence as the Fort Worth office grows
Company
Magellan Financial & Insurance Services, Inc.
The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial.
Founded in 2002
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Austin Nachbar
Director of Strategic Partnerships
Brendon Reed
Director of Strategic Partnerships
Company data provided by crunchbase