Job Description
Join WealthForge Financial Group and transform lives through financial planning! We're seeking passionate Financial Advisors to start immediately in Lubbock, TX. Build your career with industry-leading training, uncapped earning potential, and a supportive team environment. Help clients achieve their financial dreams while securing your own future.
Why WealthForge?
- Comprehensive training program for new advisors
- Full suite of digital tools and resources
- Competitive benefits package including health insurance and 401(k)
- Supportive mentorship from industry veterans
- Flexible hybrid work arrangements
Responsibilities
- Develop personalized financial plans for individuals and families
- Build and maintain strong client relationships through regular consultations
- Present investment options aligned with client risk tolerance and goals
- Stay current on market trends, tax laws, and financial regulations
- Exceed quarterly sales targets for investment products and services
- Collaborate with team members to optimize client solutions
- Utilize CRM systems to track client interactions and progress
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Valid Series 65 or Series 7/66 licenses (or willingness to obtain immediately)
- Strong communication and interpersonal skills
- Proven track record in sales or client relationship management
- Ability to work independently and self-motivate
- Proficiency with financial planning software and CRM tools
- Passion for helping others achieve financial security