Job Description
Join WealthForge Advisors as a Financial Advisor and launch your career with premium equipment and comprehensive support! We provide top-tier technology, CRM systems, and industry-leading tools to help you succeed. Our Chula Vista office offers a collaborative environment where you'll build client portfolios, develop financial strategies, and drive growth. Enjoy uncapped earning potential, mentorship from industry veterans, and a benefits package including health insurance and 401(k). If you're passionate about transforming lives through financial planning, apply today!
Responsibilities
- Develop personalized financial plans for high-net-worth clients in San Diego County
- Manage investment portfolios using our proprietary AI-powered analytics platform
- Conduct quarterly portfolio reviews and performance reporting
- Generate new business through networking, referrals, and digital marketing
- Stay current on SEC/FINRA regulations and compliance requirements
- Collaborate with tax and estate planning specialists for holistic solutions
- Utilize our provided CRM system to track client interactions and opportunities
Qualifications
- Series 7 and 65/66 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory or sales experience
- Proven track record of meeting/exceeding sales targets
- Strong knowledge of investment vehicles, retirement planning, and risk management
- Excellent communication and presentation skills
- Proficiency with financial planning software (we provide full training)
- Valid California driver's license for local client meetings