Job Description
Launch your finance career with WealthForge Capital Partners, where we invest in talent, not just experience! We're seeking motivated individuals with a passion for financial planning to join our Stockton team as Entry-Level Financial Advisors. No prior finance experience required – we provide comprehensive training, mentorship, and a clear path to becoming a licensed professional.
As a cornerstone of our client-focused approach, you'll help families and professionals build wealth through personalized financial strategies. Our award-winning program combines classroom training with hands-on mentorship, ensuring you develop expertise in retirement planning, investment analysis, and client relationship management.
Responsibilities
- Master financial planning fundamentals through our 12-week paid training program
- Build client relationships through consultative financial needs analysis
- Develop personalized investment strategies aligned with client goals
- Collaborate with senior advisors to execute comprehensive financial plans
- Track market trends and regulatory updates to provide informed advice
- Utilize CRM systems to manage client portfolios and documentation
- Participate in professional development workshops to advance licensing (Series 7/66)
Qualifications
- High school diploma or equivalent (Bachelor's preferred but not required)
- Strong communication and interpersonal skills
- Goal-oriented mindset with passion for financial services
- Proficiency with Microsoft Office and willingness to learn financial software
- Valid driver's license and reliable transportation
- Ability to pass Series 7 and 66 licensing exams (training provided)
- Resilience to handle rejection and thrive in a commission-driven environment