Job Description
Join Wealth Growth Partners in Corpus Christi and accelerate your financial advising career with an exclusive sign-on bonus! We're seeking passionate Financial Advisors to build client portfolios and drive wealth growth in Texas' thriving Gulf Coast market. Enjoy competitive compensation, comprehensive training, and a supportive team environment. Apply today to claim your $5,000 sign-on bonus!
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Manage investment portfolios and retirement strategies
- Build and maintain robust client relationships through trust-based advising
- Meet/exceed sales targets for investment products and services
- Conduct market analysis to identify growth opportunities
- Collaborate with cross-functional teams for client solutions
- Maintain compliance with FINRA regulations
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 & 66/63/65 licenses (or willingness to obtain)
- 3+ years financial services or sales experience
- Strong presentation and negotiation skills
- Track record of meeting/exceeding revenue goals
- Proficiency in CRM software and financial planning tools
- Texas state insurance license (or ability to obtain)