Job Description
Join Houston's premier wealth management firm and transform clients' financial futures. WealthForge Partners seeks a dynamic Senior Financial Advisor to build and nurture high-net-worth client relationships in Texas' thriving economic hub. We offer uncapped earning potential, industry-leading training, and a collaborative culture that rewards innovation. Your expertise will directly impact our clients' long-term success while advancing your career in one of America's most vibrant financial markets.
Responsibilities
- Develop comprehensive financial plans encompassing investments, retirement, tax strategies, and estate planning
- Cultivate and maintain relationships with HNW clients through personalized wealth management solutions
- Analyze market trends and financial data to optimize client portfolios
- Drive business development through targeted networking and client referrals
- Maintain FINRA Series 7/66 licenses and adhere to SEC/FINRA compliance standards
- Collaborate with internal partners (tax attorneys, estate planners) for holistic client solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of financial advisory experience with HNW client portfolios
- Active FINRA Series 7 and 66 licenses (or equivalent)
- Proven track record of meeting/exceeding sales targets
- Advanced knowledge of investment vehicles and tax-efficient strategies
- Exceptional communication and presentation skills
- CFP or CFA designation preferred