Job Description
Join Wealth Management Partners, a premier financial advisory firm in Dallas, TX, where we empower clients to achieve their financial dreams. We're seeking a driven Financial Advisor to join our dynamic team and help high-net-worth individuals and families build lasting wealth. With competitive compensation, comprehensive training, and a collaborative culture, this is your opportunity to elevate your career while making a tangible impact.
What We Offer:
- Uncapped commission structure and performance bonuses
- Industry-leading mentorship from CFP® professionals
- Advanced technology and marketing support
- Health/dental/vision benefits and 401(k) matching
Responsibilities
- Develop personalized financial plans including retirement, investment, and estate strategies
- Acquire new clients through networking, referrals, and digital outreach
- Manage investment portfolios and conduct regular portfolio reviews
- Maintain compliance with FINRA/SEC regulations and firm protocols
- Utilize CRM tools to track client relationships and business metrics
- Collaborate with legal/tax professionals for complex client needs
- Participate in ongoing training to maintain industry certifications
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- 3+ years of experience in financial services or client-facing sales
- Proven track record of meeting/exceeding sales targets
- Strong analytical skills and proficiency in financial planning software
- Exceptional communication and presentation abilities
- CFP® designation preferred