Job Description
Join WealthBridge Financial Partners, an award-winning Austin-based wealth management firm, as a Senior Financial Advisor. We're seeking a dynamic professional to build and manage client portfolios while enjoying our fully remote-friendly work environment. Our advisors maintain Austin's vibrant lifestyle while serving clients nationwide with cutting-edge financial planning tools. Enjoy comprehensive benefits, continuing education stipends, and a collaborative culture that values work-life balance.
Responsibilities
- Develop comprehensive financial plans and investment strategies for high-net-worth clients
- Build and maintain client relationships through regular portfolio reviews and market updates
- Drive new business growth through targeted networking and referral programs
- Stay current with industry regulations, tax laws, and market trends
- Collaborate with internal team members including portfolio managers and compliance specialists
- Utilize our proprietary digital platform for client reporting and document management
Qualifications
- 5+ years of financial advisory experience with CFP or CFA designation
- Proven track record of building and retaining client portfolios over $5M AUM
- Texas Series 65 and 7 licenses (or ability to obtain within 90 days)
- Exceptional communication skills with ability to explain complex concepts
- Self-motivated professional comfortable with remote work autonomy
- Bachelor's degree in Finance, Business, or related field