Job Description
Join WealthForge Capital's elite team of financial advisors in Madison, WI and transform lives through strategic wealth management. We're seeking passionate professionals to start immediately in a dynamic environment where your expertise drives client success. Enjoy uncapped earning potential, comprehensive training, and a culture that celebrates innovation. If you're ready to build a thriving practice while making a tangible impact on Wisconsin families, this is your moment.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients covering investments, retirement planning, and risk management
- Cultivate and maintain robust client relationships through proactive communication and portfolio reviews
- Analyze market trends and economic indicators to optimize client investment portfolios
- Collaborate with internal teams to deliver seamless estate planning and tax solutions
- Meet quarterly revenue targets while maintaining exceptional client satisfaction scores
- Stay current on regulatory changes and industry best practices through continuous education
- Participate in community outreach to expand WealthForge's market presence
Qualifications
- Bachelor's degree in Finance, Economics, or related field (CFP/CFA designation preferred)
- 3+ years of financial advisory experience with proven track record of client acquisition
- Series 7, 66, and state insurance licenses (WI-licensed or ability to obtain immediately)
- Exceptional analytical skills and proficiency with financial planning software
- Strong presentation abilities with experience delivering complex financial concepts to diverse audiences
- Valid driver's license and reliable transportation for client meetings throughout Dane County
- Ability to pass FINRA background check and SEC compliance requirements