Job Description
Launch your career in finance with WealthForge Financial, a leading wealth management firm in Memphis. We're seeking motivated individuals with no prior experience to join our Financial Advisor training program. Enjoy comprehensive mentorship, industry-leading certifications, and a clear path to six-figure earnings. Our Memphis team serves diverse communities across Tennessee, Arkansas, and Mississippi with personalized financial solutions.
Why Join Us?
• Zero financial experience required
• 12-week paid training program
• Full FINRA Series 63/65 licensing support
• Health benefits + 401(k) matching
• Uncapped commission structure
Responsibilities
- Build client relationships through personalized financial planning
- Present investment strategies aligned with client goals
- Develop retirement and estate planning solutions
- Utilize CRM systems to track client portfolios
- Participate in weekly team training and market analysis
- Meet monthly sales and client acquisition targets
- Maintain compliance with FINRA regulations
Qualifications
- High school diploma or equivalent (degree preferred)
- Exceptional communication and interpersonal skills
- Strong work ethic and self-motivation
- Basic proficiency in Microsoft Office Suite
- Ability to pass FINRA licensing exams
- Valid Tennessee driver's license
- Interest in long-term career in financial services