Job Description
Join WealthForge Financial Partners as a Financial Advisor and accelerate your career with cutting-edge equipment and resources! We're seeking driven professionals in Houston to build client portfolios while providing comprehensive financial planning. Enjoy a fully supported practice with industry-leading technology, marketing assets, and compliance tools – everything you need to succeed.
Why Choose Us?
- State-of-the-art CRM and portfolio management software
- Digital marketing support and client acquisition tools
- Comprehensive compliance infrastructure
- Ongoing professional development
- Collaborative team environment
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Build and maintain robust client relationships through consultative selling
- Analyze market trends and investment opportunities
- Utilize provided tech stack for client reporting and portfolio management
- Collaborate with internal support team for complex client needs
- Participate in ongoing training and compliance initiatives
Qualifications
- Series 7 and Series 66/63/65 licenses (required)
- 3+ years financial services experience
- Proven track record in client acquisition and retention
- Strong analytical and presentation skills
- Bachelor's degree in Finance, Business, or related field
- Familiarity with financial planning software (e.g., MoneyGuidePro)
- Texas SBI registration (or ability to obtain immediately)