Job Description
Join our award-winning team at Fort Worth Wealth Partners and transform lives through strategic financial planning. We're seeking a passionate Financial Advisor to serve clients in the Fort Worth metro area with remote-first flexibility. You'll build meaningful relationships while helping clients achieve wealth growth, retirement security, and tax optimization in a collaborative, tech-enabled environment.
Why Choose Us?
- Industry-leading compensation structure with uncapped commissions
- Comprehensive CE and professional development support
- Proprietary tech stack for client management and market analysis
- Hybrid work model: 2 days/month in our modern Fort Worth office
Responsibilities
- Develop personalized financial plans covering investments, insurance, estate planning, and tax strategies
- Build and maintain a client portfolio through targeted outreach and relationship management
- Stay current on market trends and regulatory changes affecting client portfolios
- Present complex financial concepts clearly through customized reports and presentations
- Collaborate with internal teams (tax, legal, investment specialists) for holistic solutions
- Meet/exceed annual revenue and client acquisition targets
- Utilize CRM systems to track client interactions and pipeline progress
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFP/CFA preferred)
- 3+ years of financial advisory experience with demonstrated client acquisition success
- Series 65/66 or SIE + Series 7 licenses (must be current and in good standing)
- Proven ability to manage diverse client portfolios ($100K - $5M AUM)
- Exceptional communication skills for explaining complex topics to non-experts
- Proficiency in financial planning software (MoneyGuidePro, eMoneyAdvisor)
- Self-motivated with entrepreneurial mindset and remote work discipline