Job Description
Join WealthForge Advisors LLC, a premier financial planning firm in Milwaukee, and transform your passion for finance into a rewarding career. We're seeking dynamic Financial Advisors to build client relationships and deliver personalized wealth strategies in Wisconsin's thriving financial hub.
As a key member of our team, you'll leverage our proprietary technology and industry-leading resources to help clients achieve financial independence. Enjoy uncapped earning potential, comprehensive benefits, and continuous professional development in a collaborative, high-performance environment.
Responsibilities
- Develop and implement comprehensive financial plans for high-net-worth individuals and families
- Build and maintain a robust client portfolio through strategic networking and referrals
- Analyze market trends and investment opportunities to optimize client portfolios
- Conduct regular portfolio reviews and adjust strategies based on client goals
- Ensure compliance with FINRA regulations and firm policies
- Mentor junior advisors and contribute to team growth initiatives
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 and Series 66/65 licenses required
- 3+ years of financial advisory experience with proven track record
- Certified Financial Planner (CFP) designation preferred
- Strong presentation skills and ability to communicate complex concepts
- Exceptional client relationship management abilities
- Valid Wisconsin insurance licenses (Life, Health, Variable Annuities)