Job Description
Join WealthForge Financial Partners and launch your financial advising career tomorrow! We're seeking motivated professionals to transform lives through personalized wealth management in Laredo's growing market. Enjoy uncapped earning potential, comprehensive training, and a supportive team environment where your success is our priority.
Why WealthForge?
- Industry-leading commission structure with 40%+ profit sharing
- Full licensing support and paid CE credits
- Exclusive access to proprietary client acquisition systems
- Health/dental/vision benefits and 401(k) matching
- Flexible hybrid work arrangements
Responsibilities
- Develop personalized financial plans for 15+ monthly clients
- Build and maintain high-net-worth client relationships in Laredo
- Drive investment portfolio growth through strategic asset allocation
- Execute cross-selling strategies for insurance/retirement products
- Meet/exceed quarterly revenue targets ($250k+ annual)
- Utilize CRM system to track client progress and opportunities
- Participate in community outreach events to expand network
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 65/66 or ability to obtain within 90 days
- 3+ years in sales, financial services, or client-facing role
- Proven track record of meeting/exceeding sales targets
- Strong analytical skills with attention to financial regulations
- Bilingual (English/Spanish) proficiency required
- Valid Texas insurance producer license (or ability to obtain)
- Proficiency in financial planning software (e.g., MoneyGuidePro)