Job Description
Join WealthForge Partners as a Senior Financial Advisor and transform your career in Dallas's thriving financial hub. We're seeking elite professionals to build high-net-worth portfolios for discerning clients. Enjoy uncapped commissions, premium benefits, and a culture of excellence in one of America's wealthiest markets.
Why WealthForge?
- Industry-leading training and mentorship
- Exclusive access to institutional investment platforms
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients ($1M+ AUM)
- Execute multi-asset investment strategies including equities, alternatives, and real estate
- Lead client acquisition through sophisticated networking and referral programs
- Ensure compliance with FINRA, SEC, and Texas State Securities regulations
- Mentor junior advisors on advanced wealth management techniques
- Leverage proprietary analytics for portfolio optimization and risk mitigation
Qualifications
- 7+ years of experience in financial planning/wealth management
- CFA or CFP designation required (Series 7/66 mandatory)
- Proven track record managing $50M+ AUM
- Expertise in estate planning, tax optimization, and retirement strategies
- Exceptional presentation skills for executive client meetings
- Strong network of high-net-worth individuals in Dallas/Fort Worth