Job Description
Join WealthForge Capital, a premier financial advisory firm in Irvine, CA, where we empower advisors with cutting-edge technology and comprehensive support. We provide all essential equipment—laptops, CRM software, and marketing tools—to help you build a thriving client portfolio immediately. Our collaborative culture combines mentorship from industry veterans with uncapped earning potential in one of America's wealthiest markets.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients in Orange County
- Leverage our provided tech stack (CRM, analytics software) for client acquisition and retention
- Conduct portfolio reviews and implement investment solutions across asset classes
- Host educational workshops leveraging our marketing materials and event support
- Comply with FINRA regulations while utilizing our compliance tools
- Collaborate with our in-house legal and tax specialists for complex cases
Qualifications
- FINRA Series 65/66 or 7/66 licenses required
- 3+ years of financial advisory experience with HNW client portfolios
- Proven track record of exceeding sales targets ($5M+ AUM)
- Strong proficiency in financial planning software (we provide training)
- Exceptional communication skills for complex financial discussions
- Relevant degree in Finance, Economics, or Business
- CA residents preferred with established Orange County network