Job Description
Join WealthForge Financial Partners, Austin's premier wealth management firm, and launch your financial advisory career immediately! We're seeking passionate professionals to serve our growing client base of high-net-worth individuals and families. Enjoy comprehensive training, industry-leading technology, and uncapped earning potential in Texas's thriving capital. Immediate start date available – apply today!
Responsibilities
- Develop personalized financial plans and investment strategies for clients
- Build and maintain robust client relationships through regular reviews and consultations
- Conduct market analysis and research to optimize portfolio performance
- Collaborate with internal teams on compliance and regulatory requirements
- Drive new client acquisition through networking and referrals
- Maintain industry certifications (e.g., CFP, Series 65/66)
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Minimum 2 years of financial advisory or sales experience
- Active Series 65 and/or 7/66 licenses
- Proven track record in client relationship management
- Strong analytical and presentation skills
- Ability to work in a fast-paced, commission-driven environment