Job Description
Join Houston's premier wealth management firm and transform lives through strategic financial planning. WealthForge Financial Partners is seeking a dynamic Senior Financial Advisor to build lasting client relationships in Texas' thriving economic hub. You'll leverage our cutting-edge technology and industry-leading resources to deliver personalized investment strategies, retirement planning, and wealth preservation solutions. This hybrid role offers uncapped commission potential and comprehensive benefits including health insurance, 401(k) matching, and professional development stipends. Our collaborative culture fosters innovation and growth, making us an ideal platform for ambitious finance professionals.
Responsibilities
- Develop comprehensive financial plans and investment portfolios aligned with client goals
- Acquire high-net-worth clients through strategic networking and digital marketing
- Conduct regular portfolio reviews and adjust strategies based on market trends
- Maintain FINRA Series 7/66 licenses and ensure strict compliance with SEC regulations
- Utilize CRM software to manage client relationships and track performance metrics
- Collaborate with tax and estate planning specialists for holistic solutions
- Mentor junior advisors and contribute to firm-wide growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- 5+ years of experience in financial advisory or wealth management
- Active FINRA Series 7 and 66/63/65 licenses
- Proven track record of building and maintaining client portfolios ($5M+ AUM)
- Exceptional communication skills with ability to explain complex concepts
- Strong proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- CFPĀ® designation or commitment to obtain within 12 months
- Texas state insurance license (Life/Health/Annuities)