Job Description
Join WealthForge Financial Partners, a premier wealth management firm, as a Senior Financial Advisor in our Fort Worth office. We're seeking a dynamic, client-focused professional to build and nurture relationships while delivering exceptional financial planning services. Enjoy our fully remote-friendly environment with occasional in-person collaboration at our state-of-the-art Fort Worth headquarters. We offer competitive compensation, comprehensive benefits, and unparalleled growth opportunities in one of America's fastest-growing financial hubs.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients covering investments, retirement planning, tax optimization, and estate management
- Cultivate and expand client network through proactive relationship building and referrals
- Conduct comprehensive portfolio reviews and rebalancing quarterly
- Stay current on market trends, regulatory changes, and financial products
- Collaborate with internal teams to ensure seamless service delivery
- Maintain FINRA Series 7, 66, and Texas state insurance licenses
Qualifications
- 5+ years of experience as a licensed financial advisor with proven track record
- Bachelor's degree in Finance, Economics, or related field (MBA or CFP preferred)
- Strong proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional communication and presentation skills
- FINRA Series 7 & 66 licenses (or ability to obtain immediately)
- Texas state insurance license (or ability to obtain within 90 days)
- Experience with remote client management technologies