Job Description
Join WealthForge Advisors as a Financial Advisor in San Antonio, TX, where we equip you for success! We provide all necessary technology, software licenses, and office resources so you can focus on client growth. Our supportive culture combines competitive compensation with comprehensive training to accelerate your career trajectory.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Build and maintain robust client relationships through consultative meetings
- Analyze market trends to optimize investment portfolios
- Leverage provided CRM software for client management
- Collaborate with compliance team for regulatory adherence
- Utilize company-provided tech tools for financial modeling
- Drive business development through strategic networking
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 65/66 and state securities licenses required
- 3+ years financial planning/advisory experience
- Proficiency with financial planning software (tools provided)
- Strong analytical and client communication skills
- Track record of meeting/exceeding sales targets
- Certified Financial Planner (CFP) designation preferred