Job Description
Join WealthForge Advisors as a Financial Advisor in San Antonio and accelerate your career with industry-leading resources! We provide top-tier equipment including high-performance workstations, licensed financial planning software, and comprehensive CRM systems – everything you need to thrive. Build lasting client relationships while leveraging our proven framework for success.
Our collaborative environment combines independence with robust support, including mentorship from industry veterans and continuous professional development. Enjoy competitive compensation with uncapped commission potential, full benefits package, and work-life balance initiatives.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients in San Antonio
- Manage investment portfolios and retirement planning solutions
- Conduct comprehensive client reviews using provided planning software
- Drive new client acquisition through strategic networking and referrals
- Maintain compliance with FINRA regulations and firm protocols
- Leverage provided CRM tools for client relationship management
Qualifications
- Series 7 and Series 66/63 licenses required
- 3+ years financial advisory experience
- Bachelor's degree in Finance, Business, or related field
- Proven track record of client acquisition and retention
- Strong proficiency in financial planning software (provided)
- Excellent communication and presentation skills
- TX state insurance license (or ability to obtain)