Job Description
Join WealthForge Advisors, a premier financial planning firm in Austin, TX, as a Remote Financial Advisor. We're seeking dynamic professionals to build client portfolios while enjoying Austin's vibrant culture from anywhere in the US. This hybrid role combines remote flexibility with monthly in-person collaboration at our downtown office. Enjoy competitive compensation, comprehensive benefits, and ongoing professional development in a supportive environment.
What We Offer:
- 100% remote work flexibility with monthly Austin meetups
- Industry-leading commission structure with uncapped earning potential
- CE reimbursement and FINRA licensing support
- Health/dental/vision insurance + 401(k) match
- Performance-based quarterly bonuses
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios across equities, bonds, and alternative assets
- Drive new client acquisition through targeted networking
- Ensure compliance with SEC/FINRA regulations
- Leverage CRM tools for client relationship management
- Present quarterly portfolio reviews and strategy adjustments
- Collaborate with internal team on complex financial scenarios
Qualifications
- FINRA Series 65 or 66 certification required
- 5+ years financial advisory experience
- Proven track record in client acquisition (min. $5M AUM)
- Strong analytical skills with portfolio management expertise
- Exceptional communication and presentation abilities
- Tech proficiency (CRM, portfolio analytics tools)
- BS/BA in Finance, Economics, or related field