Magellan Investment Partners · 1 day ago
Lead Financial Advisor | Fort Worth Office
Fort Worth, TX
Full-time
Onsite
Mid, Senior Level
$80K/yr - $120K/yrMagellan Financial is seeking a Lead Financial Advisor to guide clients through retirement planning with a client-first approach. The role focuses on converting warm leads into clients and implementing holistic financial solutions without the need for prospecting.
Financial Services
Responsibilities
Lead retirement planning conversations and guide prospects from 'unsure' to 'confident' with a written plan
Convert warm opportunities into clients through a consultative, values-based close
Implement holistic solutions across fee-based investments, fixed indexed annuities, and life insurance (based on fit)
Follow a proven step-by-step process to deliver a consistent, high-trust client experience
Partner with service + operations to ensure smooth onboarding and long-term client retention
Raise the bar: bring ideas, coachability, and leadership energy to help refine the advisor playbook
Qualification
Required
Active Life & Health insurance license
Active Series 65 or 66
Proven sales results in retirement planning / wealth management conversations
Strong communication skills with clients typically 50–75
Coachable, process-driven, and comfortable being held to clear standards
Benefits
401(k)
Health insurance
Company
Magellan Investment Partners
We are dedicated partners, driven by a focus on understanding client needs and providing specialist investment solutions.
Founded in 2006
51-200 employees
Funding
Current Stage
Growth StageRecent News
2025-10-09
Company data provided by crunchbase