Job Description
Join WealthForge Partners and transform lives through financial expertise! We're seeking passionate Financial Advisors to serve Detroit's growing community. Our client-first approach combines cutting-edge technology with personalized wealth management strategies. Enjoy uncapped earning potential, comprehensive training, and a supportive team environment. Start Tomorrow with our streamlined onboarding process and build your dream career in finance.
Responsibilities
- Develop comprehensive financial plans tailored to client goals and risk tolerance
- Build and maintain a robust client portfolio through strategic investment management
- Conduct market analysis and identify growth opportunities for client assets
- Stay current on regulatory changes (FINRA, SEC) and ensure compliance
- Utilize CRM systems to track client interactions and portfolio performance
- Host educational workshops on financial literacy and retirement planning
- Collaborate with cross-functional teams for holistic client solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 7 & 66/63/65 licenses (or ability to obtain within 90 days)
- Minimum 2 years financial services or client-facing sales experience
- Proven track record of meeting/exceeding sales targets
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation abilities
- Valid Michigan state securities registration
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)