Job Description
Join WealthForge Capital's elite team of Financial Advisors in Austin, TX! We're seeking a dynamic professional to immediately serve high-net-worth clients and drive wealth management growth. This is your chance to accelerate your career in one of America's most vibrant financial markets with uncapped earning potential and comprehensive training.
Our award-winning firm combines cutting-edge technology with personalized client strategies to deliver exceptional results. As a Financial Advisor, you'll build lasting relationships while helping clients achieve financial freedom through tailored investment portfolios, retirement planning, and comprehensive wealth solutions.
Responsibilities
- Develop personalized financial plans for 50+ high-net-worth clients
- Generate $1M+ annual revenue through investment product sales
- Conduct market analysis and portfolio performance reviews
- Execute compliance-driven investment strategies
- Lead financial workshops and community outreach initiatives
- Maintain FINRA Series 7/66 licenses
- Utilize CRM software for client relationship management
Qualifications
- 5+ years financial advisory experience
- FINRA Series 7 and 66/63 licenses required
- Proven track record of $500K+ annual production
- Bachelor's degree in Finance, Business, or Economics
- Advanced knowledge of investment vehicles and tax strategies
- Exceptional presentation and negotiation skills
- CFA or CFP designation strongly preferred
- Texas state securities license (inactive okay)