Job Description
Join WealthForge Advisory Group as a Senior Financial Advisor and transform your passion for finance into a six-figure career in Lubbock's thriving wealth management sector. We're seeking driven professionals to build personalized financial strategies for high-net-worth clients while enjoying uncapped earning potential and comprehensive benefits.
Our award-winning firm combines cutting-edge fintech platforms with personalized mentorship, creating an environment where top advisors thrive. With Lubbock's growing economy and underserved affluent demographic, this role offers exceptional growth opportunities for ambitious financial professionals.
Responsibilities
- Develop comprehensive financial plans encompassing investments, retirement, estate planning, and risk management
- Cultivate relationships with high-net-worth clients through personalized wealth management strategies
- Leverage CRM systems and proprietary analytics tools to optimize client portfolios
- Conduct market research to identify emerging investment opportunities
- Mentor junior advisors while maintaining 85% client retention rate
- Collaborate with legal/tax professionals for holistic client solutions
- Meet quarterly revenue targets through strategic client acquisition
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 65/66 and state insurance licenses (or willingness to obtain within 90 days)
- Minimum 5 years experience in financial services with proven track record
- Strong proficiency in portfolio management software (e.g., MoneyGuidePro)
- Demonstrated ability to build high-net-worth client portfolios
- Excellent communication skills with ability to explain complex concepts
- FINRA Series 7 license (or equivalent)
- Texas state insurance license (or ability to obtain immediately)