Job Description
Join WealthForge Partners, a leading financial advisory firm, as a Remote Financial Advisor and transform your career while serving clients across Dallas and beyond. We're seeking passionate professionals to build thriving practices with the flexibility of remote work. Enjoy competitive compensation, comprehensive benefits, and unparalleled growth opportunities in one of America's most dynamic financial markets.
Why WealthForge Partners?
- Industry-leading commission structure with uncapped earning potential
- Full remote work flexibility with quarterly in-person Dallas team retreats
- Proprietary tech platform for seamless client management
- CE reimbursement and professional development stipend
- Health/dental/vision insurance and 401(k) matching
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients across Texas
- Build and maintain robust client relationships through virtual consultations
- Analyze market trends to optimize investment portfolios
- Comply with SEC/FINRA regulations and firm compliance protocols
- Leverage CRM system for client acquisition and retention strategies
- Collaborate with internal support teams for complex case management
- Participate in quarterly Dallas-based professional development sessions
Qualifications
- Series 7 and Series 66/63/65 licenses required
- 5+ years of financial advisory experience with client book of $50M+
- Bachelor's degree in Finance, Business, or related field
- Proven track record in client acquisition and retention
- Strong analytical skills with proficiency in financial planning software
- Exceptional communication skills for virtual client interactions
- Experience with remote work technologies and virtual meeting platforms
- Texas state insurance license (Life/Health/Annuities)