Job Description
Join WealthForge Financial Partners in San Antonio as a Financial Advisor where we equip you for success! We provide all necessary tools including laptops, CRM software, and compliance resources to help you thrive. Build your dream career while serving clients in one of America's fastest-growing financial markets. Enjoy uncapped earning potential, comprehensive benefits, and ongoing professional development in a supportive, tech-enabled environment.
Responsibilities
- Develop personalized financial strategies for high-net-worth individuals and families
- Build and maintain client relationships through regular portfolio reviews and financial planning sessions
- Leverage company-provided technology tools to deliver data-driven investment recommendations
- Meet/exceed quarterly revenue targets while adhering to FINRA compliance standards
- Collaborate with cross-functional teams including tax specialists and estate planners
- Lead financial literacy workshops to expand client acquisition
- Utilize CRM system to track client interactions and pipeline growth
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7, 66, and state insurance licenses (or willingness to obtain)
- 3+ years financial services experience with demonstrated sales track record
- Proficiency with financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional communication skills and ability to explain complex concepts
- Strong analytical and problem-solving abilities
- Valid Texas driver's license and reliable transportation
- Pass background check and FINRA registration requirements