Job Description
Unlock financial freedom with Houston's premier wealth management firm! WealthForge Advisors seeks dynamic Financial Advisors to join our high-performing team with weekly pay structure. Transform clients' financial futures through strategic planning while enjoying predictable income cycles. We provide comprehensive training, robust client acquisition systems, and uncapped commission potential in Texas's thriving economic hub.
This contract role offers remote flexibility with mandatory Houston client meetings. Benefit from our established brand, cutting-edge tech stack, and exclusive partnership with major financial institutions. Your expertise will directly impact middle-to-high-net-worth individuals navigating complex financial landscapes.
Responsibilities
- Develop personalized financial strategies for 50+ active clients
- Drive revenue through investment portfolio management and insurance solutions
- Execute weekly client outreach to build and nurture high-value relationships
- Utilize CRM platform to track KPIs and optimize conversion rates
- Collaborate with compliance team to ensure regulatory adherence
- Participate in quarterly performance reviews with executive leadership
Qualifications
- FINRA Series 7/66 licenses (or equivalent state registrations)
- 3+ years financial services experience with proven sales track record
- Bachelor's degree in Finance, Economics, or related field
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Texas state insurance producer license (Life/Health)
- Exceptional presentation skills for high-net-worth audiences
- Clean FINRA CRD record with no disciplinary actions