Job Description
Join our elite financial advisory team in Fort Worth, TX and transform lives through strategic wealth management. We're seeking a dynamic Senior Financial Advisor to guide high-net-worth clients toward financial independence. Enjoy uncapped earning potential, comprehensive benefits, and industry-leading training in a collaborative, growth-oriented environment.
Responsibilities
- Develop comprehensive financial plans integrating investments, retirement, and estate strategies
- Cultivate and maintain relationships with high-net-worth clients ($500k+ AUM)
- Conduct market analysis and deliver personalized investment recommendations
- Ensure strict compliance with FINRA regulations and SEC guidelines
- Mentor junior advisors while driving team performance metrics
- Utilize CRM systems to track client portfolios and opportunities
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7, 66, and Texas State Insurance licenses required
- 5+ years experience in financial services with $100M+ AUM management
- Proven track record in client acquisition and retention
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Exceptional communication skills with complex financial concepts