Job Description
Join Wealth Legacy Partners as a Financial Advisor and transform lives through strategic wealth management. We're seeking a dynamic professional to build client relationships in San Antonio's thriving financial landscape. Our comprehensive training program and proven methodologies empower advisors to deliver exceptional financial planning while achieving personal career milestones.
Why Wealth Legacy Partners?
ā¢ Industry-leading compensation structure with uncapped commission potential
ā¢ Ongoing CE-accredited training and mentorship from CFPĀ® professionals
ā¢ Cutting-edge tech stack for client portfolio management
ā¢ Exclusive access to institutional investment products
Responsibilities
- Develop personalized financial plans including retirement, investment, and risk management strategies
- Cultivate and expand client network through community engagement and referral programs
- Monitor portfolio performance and adjust strategies based on market conditions
- Maintain FINRA Series 7/66 or equivalent licensing compliance
- Leverage CRM tools to track client goals and deliver quarterly progress reviews
- Collaborate with internal partners for tax-efficient estate planning solutions
- Participate in weekly advisor roundtables for market insight sharing
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- FINRA Series 7 and 66/63/65 licenses (ability to obtain within 90 days)
- 3+ years financial services or client-facing sales experience
- Proven track record in meeting/exceeding revenue targets
- Strong proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Certified Financial Planner (CFP) designation highly valued
- Bilingual (English/Spanish) skills strongly preferred for San Antonio market
- Exceptional communication with ability to simplify complex financial concepts