Job Description
Join WealthForge Partners, an award-winning financial advisory firm, as we expand our San Antonio team! We're seeking passionate Financial Advisors to help clients build lasting wealth. Full equipment provided – including laptop, CRM software, and marketing tools – so you can focus on client relationships. Enjoy competitive compensation, comprehensive training, and a collaborative culture dedicated to your success.
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, and insurance
- Build and maintain a robust client portfolio through strategic outreach and networking
- Analyze market trends to provide actionable investment recommendations
- Utilize provided CRM tools for client relationship management and reporting
- Stay current on financial regulations and industry best practices
- Collaborate with cross-functional teams to enhance service offerings
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- 3+ years of financial services or sales experience
- Strong analytical skills and proficiency with financial planning software
- Excellent communication and presentation abilities
- Texas SIE license (or ability to obtain)
- Proven track record of meeting sales targets