Job Description
Join WealthForge Advisory Partners as a Part-Time Financial Advisor and transform lives through personalized wealth management solutions. We're seeking passionate professionals to deliver exceptional client service in Houston's thriving financial district. Enjoy a flexible 25-30 hour week while building meaningful client relationships and driving financial independence. Our comprehensive training program and competitive commission structure ensure you maximize your earning potential while making a tangible impact.
Why WealthForge?
- Industry-leading training and mentorship program
- Flexible scheduling with remote work options
- Competitive base salary + uncapped commission
- Cutting-edge financial planning technology
- Collaborative team environment with growth opportunities
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Manage investment portfolios and conduct regular portfolio reviews
- Build and maintain strong client relationships through proactive communication
- Stay current on market trends and regulatory changes
- Collaborate with team members to implement cross-selling strategies
- Utilize CRM system to track client interactions and opportunities
- Participate in quarterly team meetings and professional development
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/65 licenses (required)
- 3+ years of financial advisory experience
- Proven track record in client acquisition and retention
- Strong analytical and presentation skills
- Excellent communication and interpersonal abilities
- Texas state insurance license (or ability to obtain)
- Proficiency in financial planning software (e.g., MoneyGuidePro)