Job Description
Join WealthForge Partners as a Senior Financial Advisor and transform your career in Dallas's thriving financial hub. We're seeking dynamic professionals to build high-net-worth portfolios while earning industry-leading compensation. Our award-winning firm provides elite training, cutting-edge technology, and a client-first culture designed for top performers.
Enjoy competitive base salary, uncapped commission structure, comprehensive benefits, and exclusive networking opportunities in one of America's fastest-growing wealth markets. Your expertise will directly impact affluent clients' financial futures while achieving unprecedented personal growth.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients (HNWIs) with assets $500K+
- Build and maintain elite client relationships through personalized wealth management strategies
- Drive new business acquisition through targeted networking and referral programs
- Analyze market trends to optimize investment portfolios across equities, bonds, and alternatives
- Ensure strict compliance with SEC/FINRA regulations and fiduciary standards
- Mentor junior advisors while collaborating with cross-functional teams
- Leverage CRM systems to track client goals and performance metrics
Qualifications
- 7+ years of financial advisory experience with proven HNWI track record
- Active CFP, CFA, or ChFC designation required
- Series 7, 66, and state insurance licenses in good standing
- Documented history of exceeding $1M+ annual production
- Exceptional presentation skills and financial acumen
- Strong network of affluent professionals in Dallas/Fort Worth area
- Advanced proficiency in portfolio management software (e.g., MoneyGuidePro)
- Bachelor's degree in Finance, Economics, or related field