Job Description
Join WealthForge Advisors, a premier financial services firm, as a Financial Advisor and build your career in St. Louis's thriving financial district. We provide all necessary equipment including dual monitors, CRM software, and compliance tools to ensure your success. Our collaborative environment supports advisors in delivering comprehensive wealth management solutions to high-net-worth clients.
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, tax optimization, and estate planning
- Build and maintain relationships with high-net-worth individuals through consultative sales processes
- Analyze market trends and economic data to recommend strategic portfolio adjustments
- Comply with FINRA regulations and maintain thorough documentation of client interactions
- Collaborate with internal teams including attorneys, tax specialists, and portfolio managers
- Utilize provided CRM and planning software to track client goals and progress
- Participate in ongoing training to maintain industry credentials (CFP, CFA preferred)
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- Series 7 and 65/66 licenses required (or ability to obtain within 90 days)
- Minimum 3 years experience in financial services or wealth management
- Proven track record of meeting sales targets and client acquisition goals
- Exceptional communication skills with ability to explain complex concepts clearly
- Proficiency in financial planning software and Microsoft Office Suite
- Strong analytical skills and attention to regulatory compliance