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​Imagine What You Could Do With a Real Team Behind You.

Your First Step

We don’t need a long application — just show us who you are.

Record a quick 30-second video telling us:
🔹Who you are

  • Who you are

  • How long you’ve been in the business

  • Where you work now

  • What’s been hardest as an advisor

  • Why you’re ready for something better
    Guaranteed base salary + fast commissions

🔹 How long you've been in the business
🔹 Where you work now
🔹 What's been hardest as an advisor
🔹 Why you're ready for something better

​

Upload it below, along with your resume.

Upload Video
Upload Resume

What We Offer

Why Advisors Fail — and Why You Won’t Here

What We Provide: 
🔹 Guaranteed base salary + fast commissions
🔹 Consistent monthly lead flow
🔹 Trademarked SIMPLY™ sales process & advisor playbook
🔹 AI-powered CRM + case prep tools
🔹 Full-service operations & marketing team
🔹 CFP sponsorship (if needed)
🔹 Weekly in-office training with our leadership team

 


Who This Is For:

  • Have 3+ years of advisor experience

  • Are based in the DFW area

  • Are burned out trying to be your own marketer, tech team, and admin

  • Just want to get back to what you do best: advising clients

  • Have 3+ years of advisor experience

  • Are based in the DFW area

  • Are burned out trying to be your own marketer, tech team, and admin

  • Just want to get back to what you do best: advising clients

  • Have 3+ years of advisor experience

  • Are based in the DFW area

  • Are burned out trying to be your own marketer, tech team, and admin

  • Just want to get back to what you do best: advising clients

  • Have 3+ years of advisor experience

  • Are based in the DFW area

  • Are burned out trying to be your own marketer, tech team, and admin

  • Just want to get back to what you do best: advising clients

🔹 Have 3+ years of advisor experience

🔹 Are based in the DFW area

🔹 Are burned out trying to be your own marketer, tech team, and admin

🔹 Just want to get back to what you do best: advising clients

 

​

Who This Is NOT For:

  • Have 3+ years of advisor experience

  • Are based in the DFW area

  • Are burned out trying to be your own marketer, tech team, and admin

  • Just want to get back to what you do best: advising clients

  • Have 3+ years of advisor experience

  • Are based in the DFW area

  • Are burned out trying to be your own marketer, tech team, and admin

  • Just want to get back to what you do best: advising clients

  • Have 3+ years of advisor experience

  • Are based in the DFW area

  • Are burned out trying to be your own marketer, tech team, and admin

  • Just want to get back to what you do best: advising clients

  • Have 3+ years of advisor experience

  • Are based in the DFW area

  • Are burned out trying to be your own marketer, tech team, and admin

  • Just want to get back to what you do best: advising clients

If you want to build your own firm, brand, or system — this isn’t the place.
We own the clients, the process, and the data.
But if you’re coachable, client-first, and love working on a team, you'll thrive here.

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SOUTHLAKE

3120 Sabre Drive
Suite 140
Southlake, TX 76092

PLANO

FORT WORTH

6275 W. Plano Parkway
Suite 500
Plano, TX 75093

(near Costco on the Tollway)

640 Taylor Street
Suite 1200
Fort Worth, TX 76102

McKINNEY

DALLAS

​7300 State Highway 121, Suite 300

McKinney, TX 75070

8080 N. Central Expressway, Suite 1700
Dallas, TX 75206

CONTACT

info@retiresimply.com
817-328-6152
Monday-Friday
8:00a-5:00p

CONNECT

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Retirement Planners Better Business Bureau

Investment Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.

© 2035 RETIRESIMPLY®

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