Job Description
Join WealthBridge Partners as a Senior Financial Advisor in our Dallas market! We're seeking a dynamic professional to build client relationships and deliver comprehensive wealth management solutions. 100% remote-friendly with flexible work arrangements from anywhere in the US. Enjoy competitive compensation, uncapped earning potential, and ongoing professional development in a collaborative environment.
What We Offer:
- Hyework model with fully remote options
- Comprehensive benefits package + 401k match
- Generous commission structure
- CE reimbursement program
- State-of-the-art tech stack
Responsibilities
- Develop personalized financial plans covering investments, retirement, estate planning, and risk management
- Acquire and retain high-net-worth clients through targeted networking and referrals
- Analyze financial data using proprietary tools to optimize client portfolios
- Stay current on market trends and regulatory changes affecting financial strategies
- Collaborate with internal teams on complex multi-generational wealth solutions
- Maintain FINRA Series 7, 66, and state insurance licenses
Qualifications
- Bachelor's degree in Finance, Business, or related field (MBA/CFP preferred)
- 5+ years of financial advisory experience with proven client acquisition track record
- Active FINRA Series 7 and 66 licenses (or equivalent)
- Strong proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional communication and presentation skills
- Texas S-Series license or ability to obtain within 90 days
- Experience serving clients with $500K+ investable assets