Job Description
Join WealthForge Capital Partners, a premier financial advisory firm, as a Remote Financial Advisor serving Houston's thriving business community. We're seeking dynamic professionals to deliver personalized wealth management solutions while enjoying the flexibility of remote work. Our collaborative culture combines cutting-edge technology with human-centric strategies to empower clients' financial futures. Enjoy competitive compensation, comprehensive benefits, and continuous professional development in a supportive environment.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and small businesses in the Houston area
- Build and maintain client relationships through virtual consultations and digital communication tools
- Analyze market trends and investment opportunities to optimize portfolio performance
- Ensure strict compliance with FINRA regulations and SEC guidelines
- Collaborate with cross-functional teams on product innovation and client solutions
- Utilize CRM systems to track client interactions and pipeline management
Qualifications
- FINRA Series 7, 66 (or 63 & 65) certifications required
- Minimum 5 years of financial advisory experience with remote work proficiency
- Proven track record in Houston's diverse market (energy, healthcare, tech sectors)
- Exceptional communication skills with ability to explain complex concepts virtually
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Experience with digital advisory platforms (e.g., Schwab, Fidelity, or Envestnet)