Job Description
Join WealthForge Partners as a Senior Financial Advisor and transform lives through strategic wealth management. We're seeking a dynamic professional to build client relationships in our remote-friendly Austin-based practice. Enjoy the flexibility of remote work while collaborating with industry leaders in a supportive, growth-oriented environment. Your expertise will empower clients to achieve financial independence through personalized investment strategies, retirement planning, and risk management solutions.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain robust client portfolios with $100M+ AUM potential
- Conduct market research and analysis to optimize investment strategies
- Present complex financial concepts through clear, compelling client presentations
- Collaborate with internal teams for seamless tax and estate planning integration
- Maintain FINRA Series 7/66 or equivalent certifications
Qualifications
- 5+ years experience in financial advisory or wealth management
- Certified Financial Planner (CFP) or CFA designation preferred
- Proven track record in client acquisition and retention
- Strong analytical skills with advanced portfolio management expertise
- Excellent communication and presentation abilities
- Ability to work independently in remote environment
- Texas state securities license (Series 66/63)