Pointer Wealth is a growing wealth management firm serving four core groups:
White-collar executives in blue-collar industries
Retirees and near-retirees
Professionals in private equity or finance
We’re looking for someone who’s comfortable starting conversations and bringing new people into the firm.
The Role
Your job is to open doors. You’ll spend a meaningful part of your day on the phone — mostly warm introductions, referrals, and targeted outreach — with some colder outreach mixed in. Your goal is simple: identify who’s a fit and set meetings for our advisors. Day-to-day:
Call into our target markets with a clear message and purpose Start real conversations and qualify interest Set first meetings for our advisory team Keep activity organized and follow a consistent outreach rhythm Work with advisors to hand off prospects smoothly Who Does Well Here
Confident communicator who can adapt to different types of people Competitive and enjoys having clear metrics Steady, consistent, and not thrown off by occasional pushback Coachable and willing to improve their approach over time Energized by interacting with people — not hiding behind email What You Get
Clear expectations and coaching on communication, framing, and objection handling Exposure to high-level planning and client conversations A real path into planning, service advising, or advisory roles for the right person A tight-knit team that moves quickly and values accountability Requirements
Comfortable with regular outbound calling (mix of warm and cold outreach) Organized, consistent, and reliable Able to work in person with our Dallas-based team No prior financial experience needed — we’ll train you
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Your job is to open doors. You’ll spend a meaningful part of your day on the phone — mostly warm introductions, referrals, and targeted outreach — with some colder outreach mixed in. Your goal is simple: identify who’s a fit and set meetings for our advisors. Day-to-day:
Call into our target markets with a clear message and purpose Start real conversations and qualify interest Set first meetings for our advisory team Keep activity organized and follow a consistent outreach rhythm Work with advisors to hand off prospects smoothly Who Does Well Here
Confident communicator who can adapt to different types of people Competitive and enjoys having clear metrics Steady, consistent, and not thrown off by occasional pushback Coachable and willing to improve their approach over time Energized by interacting with people — not hiding behind email What You Get
Clear expectations and coaching on communication, framing, and objection handling Exposure to high-level planning and client conversations A real path into planning, service advising, or advisory roles for the right person A tight-knit team that moves quickly and values accountability Requirements
Comfortable with regular outbound calling (mix of warm and cold outreach) Organized, consistent, and reliable Able to work in person with our Dallas-based team No prior financial experience needed — we’ll train you
#J-18808-Ljbffr