Job Description
Join WealthForge Financial Partners, a premier wealth management firm serving high-net-worth clients in Los Angeles. We seek a dynamic Financial Advisor to build lasting client relationships while driving growth in our expanding portfolio. This hybrid role combines strategic financial planning with exceptional client engagement in one of America's most vibrant financial markets.
Why WealthForge? Our advisors benefit from industry-leading training, cutting-edge tech platforms, and a collaborative team culture focused on client success. We provide comprehensive benefits including health insurance, 401(k) matching, and professional development stipends.
Responsibilities
- Develop personalized financial plans encompassing investments, retirement, estate planning, and risk management
- Acquire new clients through targeted outreach and networking in Los Angeles' business community
- Manage investment portfolios exceeding $5M in AUM with quarterly performance reviews
- Maintain FINRA Series 7/66/63 licenses and ensure strict compliance with SEC regulations
- Leverage CRM systems to track client interactions and pipeline metrics
- Collaborate with internal analysts to optimize portfolio allocation strategies
- Represent WealthForge at industry events and local business forums
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 3+ years experience in financial advisory or wealth management role
- Active FINRA Series 7, 66, and 63 licenses
- Proven track record of client acquisition and portfolio growth
- Exceptional communication skills with ability to translate complex concepts
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Strong understanding of California-specific financial regulations
- Ability to pass background check and credit verification