Job Description
Join Fort Worth's premier wealth management firm and transform lives through financial expertise. We're seeking passionate Financial Advisors to build client portfolios in Texas' fastest-growing financial hub. Enjoy uncapped earning potential, industry-leading training, and a collaborative culture that rewards innovation. Your impact starts here.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Build and maintain robust client relationships through personalized service
- Analyze market trends to optimize investment portfolios
- Drive business development through networking and referrals
- Stay current on tax laws and regulatory compliance
- Mentor junior advisors and contribute to team growth
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and 66/65 licenses required
- 3+ years financial services experience
- Proven track record in client acquisition and retention
- Strong analytical and presentation skills
- CFP designation preferred