Client Service &Financial Advisor — Lubbock, TX | Rose Wealth Onboarding Specialist
Rose Wealth LLC
Rose Wealth is a retirement and wealth planning firm based in Longview & Tyler TX, and we're opening up the Lubbock market. We're looking for a dual-licensed advisor to be one of the first faces of Rose Wealth out in West Texas.
Here's what makes this different from most "100% commission" advisor roles: we fill your calendar. We run in-person retirement seminars across the area and hand you the appointments that come out of them. You're not cold-calling your contacts or grinding for referrals just to keep the lights on — you're sitting down with people who already raised their hand and want to talk about their retirement.
Already have a book of business? Great — we'd love to talk about bringing it over to a better home. Starting fresh? Just as welcome. Our seminar pipeline doesn't care whether you walk in the door with clients or not; either way, you'll have appointments to work.
What you'll actually be doing
- Meeting with prospects from our seminars — mostly folks at or approaching retirement
- Building retirement income strategies and recommending solutions like Fixed Index Annuities (FIAs)
- Running planning meetings, annual reviews, and keeping those relationships strong over time
- Being the advisor clients trust to help them retire without second-guessing it
What we're looking for
- An active Series 65 or 66 license (required)
- An active life and health insurance license, with real experience selling FIAs (required)
- You're based in or near Lubbock, TX
- You're genuinely good with people — the kind of advisor clients refer their friends to
- You're comfortable in a commission-based role and motivated by what you can build
- An existing book of business is a plus, not a requirement
Why Rose Wealth
- We put leads on your calendar through our in-person seminars, so your time goes to closing and serving clients — not prospecting from scratch
- Uncapped, commission-based pay — your effort sets your ceiling
- The autonomy to run your own practice, backed by an established firm with a real reputation in retirement planning
- A real shot at becoming our flagship advisor as we grow across West Texas
Location: Lubbock, TX
Compensation: 100% commission, uncapped
Firm: Rose Wealth (HQ in Longview, TX)
Interested? Apply now or send your resume to ***email_hidden***