Job Description
Join Detroit's Premier Wealth Management Team! We're urgently seeking ambitious Financial Advisors to transform lives through strategic financial planning. At WealthForge Partners, we empower advisors with cutting-edge tools, robust mentorship, and a client-first culture. If you're passionate about building long-term relationships and driving financial success, this is your moment to shine in Detroit's thriving market.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Build and maintain a robust client portfolio through strategic networking
- Conduct market analysis to optimize investment strategies
- Present complex financial concepts with clarity and confidence
- Drive revenue growth through cross-selling wealth management products
- Comply with FINRA regulations and ethical standards
- Leverage CRM systems for client relationship management
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63 licenses (required)
- 3+ years of financial advisory experience
- Proven track record in client acquisition and retention
- Strong analytical skills with market trend awareness
- Exceptional communication and presentation abilities
- CFP or CFA designation preferred
- Detroit metro area residency preferred