Job Description
Join WealthForge Partners, a premier wealth management firm in Houston, and transform your financial expertise into a thriving career. We're seeking dynamic Financial Advisors to build client portfolios, deliver strategic wealth solutions, and drive growth in one of America's most vibrant financial markets. Enjoy uncapped commission potential, comprehensive benefits, and continuous professional development in a collaborative, high-performance environment.
What We Offer:
- Industry-leading commission structure with uncapped earnings
- Health, dental, and vision insurance
- 401(k) with employer match
- Generous PTO and paid holidays
- Annual professional development stipend
- State-of-the-art technology and resources
Responsibilities
- Develop and maintain comprehensive financial plans for high-net-worth clients
- Acquire new clients through strategic networking and referrals
- Analyze market trends to optimize investment portfolios
- Ensure compliance with FINRA regulations and SEC guidelines
- Collaborate with internal teams on complex wealth structuring solutions
- Present quarterly portfolio reviews and financial strategy updates
- Participate in community outreach to enhance firm visibility
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/65 licenses (required)
- 3+ years of experience in financial advisory or wealth management
- Proven track record of meeting sales targets
- Strong analytical and client relationship management skills
- Familiarity with CRM platforms (e.g., Salesforce)
- Exceptional communication and presentation abilities
- Texas state insurance license (or ability to obtain immediately)