Job Description
Join WealthForge Partners as a Financial Advisor in Houston and build your career with industry-leading support! We provide all essential equipment – laptops, CRM software, marketing tools, and compliance resources – so you can focus on what matters most: your clients. Our dynamic Houston team offers uncapped earning potential, comprehensive training, and a collaborative environment designed for ambitious professionals. Whether you're guiding clients through retirement planning or investment strategies, you'll have the backing of a premier financial services firm. Equipment provided means zero startup costs and immediate productivity. Elevate your career in America's energy capital today!
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Build and maintain client relationships through proactive communication and trust-building
- Analyze market trends to optimize investment portfolios and retirement strategies
- Meet/exceed sales targets while maintaining compliance with FINRA/SEC regulations
- Leverage provided CRM tools to track client progress and identify growth opportunities
- Collaborate with internal teams (tax, estate planning) for holistic client solutions
- Participate in ongoing professional development to maintain Series 65/66 licenses
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Active Series 65 and/or Series 66 license (or ability to obtain within 90 days)
- 3+ years of financial advisory or sales experience in wealth management
- Proven track record of meeting/exceeding revenue targets
- Strong analytical skills with ability to explain complex financial concepts
- Proficiency in CRM platforms (Salesforce, Redtail) – equipment provided
- Texas SFC registration (or ability to obtain immediately)
- Exceptional communication and presentation skills