Job Description
Join WealthForge Partners, an award-winning financial advisory firm in Austin, TX, as we revolutionize wealth management for modern professionals. We're seeking a dynamic Senior Financial Advisor to deliver personalized financial strategies to our growing client base. Enjoy our hybrid remote-friendly model with 2 days/week in our downtown Austin office, collaborate with industry experts, and build your book of business with full institutional support. We offer uncapped commission potential, continuing education stipends, and a culture that prioritizes work-life integration.
Responsibilities
- Develop comprehensive financial plans including investment portfolios, retirement strategies, and risk management solutions
- Cultivate and maintain long-term client relationships through proactive communication and quarterly reviews
- Analyze market trends and regulatory changes to optimize client portfolios
- Collaborate with internal teams (tax, legal, estate planning) for holistic client solutions
- Lead financial literacy workshops and community outreach programs
- Maintain FINRA Series 65/66 and CFP certification requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Minimum 5 years experience in financial advisory or wealth management
- Active CFPĀ® designation or willingness to obtain within 6 months
- Proven track record of building and retaining client relationships
- Strong analytical skills with proficiency in financial planning software (MoneyGuidePro, eMoney)
- Texas SFC license and Series 65/66 registrations
- Exceptional communication skills with ability to simplify complex concepts