WEALTH ADVISOR (IAR)
FOR ADVISORS WHO REFUSE TO BE AVERAGE
If 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 firms
Then 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.
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 OPPORTUNITIES
You 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 development
Our advisors spend their time doing what they do best:
Meeting with families. Building plans. Changing lives.
WE BELIEVE IN TRUE INDEPENDENCE
WE ARE BUILT FOR GROWTH
This 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.
WHO THRIVES HERE?
Our most successful team members share these characteristics:
Integrity
They do the right thing—even when no one is watching.
Accountability
They own results and take responsibility.
Excellence
Good enough is never good enough.
Coachability
They continuously improve their craft.
Competitive Drive
They want to win for their clients, their team, and themselves.
Team Mentality
They understand success is built together.
Authenticity
They're genuine, trustworthy, and relationship-focused.
Client Obsession
They understand that when clients win, everyone wins.
Positive Energy
They elevate the people around them.
WHAT OUR BEST ADVISORS HAVE IN COMMON
Our 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 serve
If that sounds like you, we'd like to meet you.
WHAT SUCCESS LOOKS LIKE
Within 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 organization
COMPENSATION & BENEFITS
Compensation
• Base Salary + Commissions + Advisory Fee Revenue
• Realistic First-Year Earnings: $120,000–$200,000+
• Top Performers: Unlimited Income Potential
Additional Advantages
• Firm-Provided Leads
• Firm-Provided Marketing Support
• Qualified Advisors May Inherit Existing Client Relationships
• Professional Development & Coaching
• Leadership Growth Opportunities
• Incentive Travel Opportunities
BENEFITS
• Health Insurance
• 401(k)
• Paid Time Off
• Continuing Education Support
• Professional Development Programs
• Team Events & Recognition Programs
QUALIFICATIONS
Required
• Series 65 or Series 66 License
• Life & Health Insurance License
• Strong relationship-building skills
• Excellent communication abilities
• Passion for helping clients improve their financial lives
Preferred
• CFP®
• ChFC®
• CRPC®
• CPA
• EA
• Existing Book of Business
• 2+ Years of Advisory Experience
CURRENTLY 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 CEO
I 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. Roberts
Founder & CEO
Impact! Partners Financial
THE BOTTOM LINE
Average 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 TODAY
If 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.