Job Description
Join WealthForge Financial Partners as a Financial Advisor in Corpus Christi, TX! We're seeking motivated professionals to build client portfolios while providing industry-leading tools and equipment. Enjoy a competitive base salary, uncapped commissions, and comprehensive training. Our modern office offers cutting-edge technology resources to support your success. If you're passionate about financial planning and want to leverage professional equipment to accelerate your career, apply today!
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Analyze market trends to optimize investment portfolios
- Leverage provided CRM software and analytics tools for client management
- Conduct regular portfolio reviews and performance reporting
- Build new client relationships through strategic outreach
- Utilize provided market research platforms for informed decision-making
- Maintain compliance with FINRA and SEC regulations
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and 66/65 securities licenses (or ability to obtain within 90 days)
- 3+ years of financial planning/advising experience
- Strong proficiency with provided CRM and financial planning software
- Proven track record in client relationship building
- Excellent analytical and presentation skills
- Ability to work with provided digital tools and platforms
- Texas SIE license or ability to obtain