Job Description
Join WealthForge Advisors in Corpus Christi and build your financial advisory career with top-tier equipment provided! We empower advisors with cutting-edge technology, comprehensive tools, and ongoing training to deliver exceptional client experiences. Enjoy a supportive environment where your expertise drives meaningful financial transformations for individuals and families across South Texas.
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, insurance, and tax strategies
- Build and maintain robust client relationships through regular portfolio reviews and proactive communication
- Leverage provided CRM software and financial modeling tools for client analysis
- Stay current on market trends and regulatory changes affecting financial planning
- Collaborate with internal support teams for seamless client service delivery
- Meet/exceed quarterly sales goals while maintaining ethical compliance standards
Qualifications
- Bachelor's degree in Finance, Economics, or related field (CFP/CFA designation preferred)
- Series 65 and state insurance licenses required
- Minimum 3 years financial planning/advisory experience
- Proven track record in client relationship management and sales
- Strong analytical skills with proficiency in financial planning software
- Excellent communication and presentation abilities
- Self-motivated with ability to work independently using provided resources