Job Description
Join Fort Worth's premier wealth management firm as a Senior Financial Advisor! We're seeking a dynamic professional to help high-net-worth clients achieve financial independence through personalized investment strategies, retirement planning, and comprehensive wealth solutions. Enjoy a collaborative culture with uncapped earning potential, premium training programs, and industry-leading technology. Your career deserves this level of support – apply today!
Responsibilities
- Develop and execute customized financial plans for HNW clients
- Build and maintain client relationships through proactive communication
- Analyze market trends to optimize investment portfolios
- Present complex financial strategies with clarity and confidence
- Collaborate with team members to deliver integrated solutions
- Stay current on tax laws and regulatory changes
- Mentor junior advisors to grow firm expertise
Qualifications
- Series 7, 66, and CFP certifications required
- 5+ years of financial advisory experience
- Proven track record with $50M+ AUM management
- Exceptional presentation and negotiation skills
- Strong network of high-net-worth individuals
- Bachelor's degree in Finance or related field
- Texas state SIE license
- Advanced knowledge of retirement planning strategies