Job Description
Join WealthForge Advisors in Plano, TX and revolutionize your career with unmatched flexibility! We're seeking passionate Financial Advisors to deliver personalized wealth management solutions while maintaining work-life balance. Our modern, collaborative environment empowers you to build client relationships on your schedule – whether mornings, evenings, or hybrid. Enjoy uncapped earning potential, comprehensive training, and cutting-edge tech tools to serve high-net-worth clients across North Texas.
Responsibilities
- Develop customized financial plans covering investments, retirement, and estate planning
- Build and maintain a robust client portfolio through strategic networking
- Stay current with market trends and regulatory compliance standards
- Utilize CRM systems to track client goals and progress
- Collaborate with senior advisors for complex portfolio strategies
- Present investment options aligned with client risk tolerance
- Conduct regular portfolio reviews and adjustments
Qualifications
- Series 65/66 or CFP certification required
- 3+ years financial services experience
- Proven track record in client acquisition and retention
- Strong analytical and communication skills
- Flexibility to work evenings/weekends for client meetings
- Tech-savvy with proficiency in financial planning software
- Texas SBI license in good standing
- Bachelor's degree in Finance/Business preferred