Job Description
Join WealthForge Partners, a premier financial services firm, as a Financial Advisor in Detroit. Build your career helping clients achieve their financial dreams while working with industry-leading resources and mentorship. We're seeking ambitious professionals ready to transform lives through strategic wealth management.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Acquire new clients through strategic networking and referrals
- Manage investment portfolios including stocks, bonds, and alternative assets
- Conduct regular portfolio reviews and performance analysis
- Stay current on market trends and regulatory changes
- Collaborate with internal teams on complex financial solutions
- Maintain FINRA Series 7 and 66/63 certifications
Qualifications
- Bachelor's degree in Finance, Business, or related field
- 3+ years experience in financial services or wealth management
- FINRA Series 7 and 66/63 licenses (or ability to obtain immediately)
- Proven track record of client acquisition and retention
- Strong analytical skills and investment knowledge
- Exceptional communication and presentation abilities
- Entrepreneurial mindset with self-motivation