Financial Advisor (AUM & Commission Based)

POSITION

Financial Advisor

COMPENSATION Commission + AUM-based | TYPE Independent Contractor (1099) | LOCATION San Antonio, TX (hybrid or remote) | FIRM Hyde Legacy Group

POSITION OVERVIEW

Build an independent, fiduciary practice and get recognized for your best work.

As a Financial Advisor at Hyde Legacy Group, you help clients build and protect their wealth through comprehensive, client-first planning. You lead the relationship for the long term, backed by real mentorship, a modern planning stack, and a recognition program that rewards results. New or experienced, we will meet you where you are.

This is independence with a team behind you: no captive quotas, no ceiling, and a culture that celebrates your wins.

CORE RESPONSIBILITIES

1. Client Relationships & Planning

• Serve as the primary planning contact for your clients
• Deliver comprehensive planning across retirement, tax, estate, and business
• Build long-term relationships rooted in trust and service

1. Advisory & Insurance Solutions

• Provide investment and advisory services through Wealth Watch Advisors
• Recommend and implement insurance solutions where appropriate
• Keep every recommendation suitable and client-first

1. Business Development

• Grow your practice through referrals, networking, and community involvement
• Build and maintain a healthy, consistent pipeline
• Represent Hyde Legacy Group with professionalism

1. Systems & Follow-Through

• Keep client records and activity current in the CRM
• Follow up promptly and consistently
• Maintain organized, accurate documentation

WHAT WE ARE LOOKING FOR

• Series 65, or a combination of the Series 7 and Series 66 (or the ability to obtain them), plus an active life and health insurance license (or the ability to obtain it)
• A track record of building relationships and a genuine desire to help people
• Strong communication skills, coachability, and self-discipline
• Financial services experience preferred but not required; we will train the right person

COMPENSATION & BENEFITS

• Commission and AUM-based (advisory) compensation with no captive quotas and no ceiling
• Ongoing coaching and mentorship, plus a modern CRM, planning tools, and marketing resources
• Independent contractor (1099); earnings vary with production and are not guaranteed

REWARDS & RECOGNITION

• The Hunt and The Reign, our season-long recognition program that rewards your best work
• Earn incentive travel to destinations like Las Vegas, Orlando, Anaheim, and Niagara Falls
• Compete for four season honors: Rookie of the Year, Agent of the Year, Most Valuable Producer, and Most Improved Producer
• A permanent Legacy Wall and an annual awards celebration for our champions
• Targets are set before January 1, so you always know exactly what you are playing for

Recognition is based on overall production and is not tied to any specific product or sale. Program details are shared during the interview process.

WHAT SUCCESS LOOKS LIKE

What Great Looks Like

• Builds trust quickly and earns referrals
• Delivers thorough, client-first planning
• Follows through on every commitment
• Grows a healthy, consistent pipeline
• Coachable and always improving

How We Measure It

• New clients and households added
• Client retention and satisfaction
• Production across advisory and insurance
• Pipeline and activity consistency
• Progress toward tier and season honors

WHY HYDE LEGACY GROUP

Our culture runs on F.I.R.E.: Family, Integrity, Respect, and Execution. You will join a team that celebrates its people, does right by clients, and follows through.

HOW TO APPLY

Apply at hydelegacygroup.com/careers or email your resume to [email protected]. We review every application personally.

Hyde Legacy Group is an equal-opportunity firm and welcomes applicants of all backgrounds.

Advisory services offered through Wealth Watch Advisors, Inc., a registered investment adviser. Hyde Legacy Group, LLC is a DBA of Wealth Watch Advisors, Inc.

Insurance is offered through Wealth Watch Partners and the carriers it represents. These are independent contractor (1099) roles; this posting is not an offer of employment. Earnings are production-based and are not guaranteed.

Pay: $60,000.00 - $150,000.00 per year

Benefits:

• Financial planning services
• Flexible schedule
• Professional development assistance

License/Certification:

• Series 65 (Preferred)
• Series 7 (Preferred)
• Series 66 (Preferred)

Work Location: Hybrid remote in San Antonio, TX 78258