Job Description
Join WealthForge Partners as a Part-Time Financial Advisor and transform your finance expertise into meaningful client relationships. We're seeking a passionate professional to deliver personalized wealth management solutions to Houston's growing community. Enjoy flexible scheduling while making a tangible impact on clients' financial futures. Our collaborative culture emphasizes continuous growth and work-life balance.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and tax strategies
- Build and maintain client relationships through trust-based consultations
- Analyze market trends and recommend tailored investment portfolios
- Stay current on SEC/FINRA regulations and compliance requirements
- Collaborate with team members on complex financial scenarios
- Track client portfolio performance and adjust strategies as needed
- Participate in community outreach to expand client base
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65/66 or 7/66 securities licenses (required)
- 3+ years experience in financial planning/advisory
- Strong analytical skills and investment knowledge
- Excellent communication and presentation abilities
- Proven client relationship management track record
- Texas state insurance license (preferred)
- CFP designation (highly desirable)