Job Description
Join Wealth Management Solutions as a Senior Financial Advisor in Lubbock, TX and transform your career in finance. We're seeking a dynamic professional to build client portfolios, deliver strategic wealth management solutions, and drive revenue growth in one of Texas's most vibrant financial markets. Enjoy competitive compensation, comprehensive benefits, and ongoing professional development in a collaborative, high-performance environment.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients
- Manage investment portfolios with assets exceeding $1M
- Build and maintain robust client relationships through regular consultations
- Analyze market trends to optimize client portfolios
- Drive new business development through strategic networking
- Comply with FINRA regulations and ethical standards
- Mentor junior advisors to enhance team performance
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/65 certifications required
- 5+ years of financial advisory experience
- Proven track record with high-net-worth clientele
- Strong analytical and presentation skills
- Texas SFC license in good standing
- CFP or CFA designation preferred