Job Description
Join WealthForge Advisory Group, a premier financial services firm, as a Senior Financial Advisor in our Houston-based remote-friendly role. We empower advisors with cutting-edge technology and comprehensive support to build thriving client relationships. Enjoy hybrid work flexibility while serving high-net-worth clients across Texas. Our collaborative culture combines industry-leading resources with entrepreneurial freedom, enabling you to maximize your earning potential while making a meaningful impact on clients' financial futures.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients including investment strategies, retirement planning, and risk management
- Cultivate and maintain long-term client relationships through proactive communication and personalized financial guidance
- Leverage CRM tools and digital platforms to deliver seamless remote client experiences
- Collaborate with internal teams including portfolio managers and tax specialists to optimize client outcomes
- Stay current on market trends, regulatory changes, and industry best practices
- Mentor junior advisors and contribute to firm-wide growth initiatives
Qualifications
- Minimum 5 years of experience in financial planning/advisory role with proven client acquisition success
- Valid Series 7, Series 66, and CFP or ChFC certifications required
- Demonstrated ability to manage $50M+ in client assets
- Exceptional communication skills with ability to articulate complex financial concepts
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Strong analytical skills and data-driven decision making abilities
- Self-motivated professional with remote work experience and disciplined time management