Job Description
Join WealthForge Financial Partners as a Financial Advisor in Orlando and transform your passion for finance into a rewarding career. We're seeking dynamic professionals to build thriving client portfolios while enjoying industry-leading support, advanced technology, and a culture of excellence. Our comprehensive training program and collaborative environment empower advisors to deliver personalized financial solutions that help clients achieve their life goals. If you're ready to elevate your career in one of America's fastest-growing financial markets, apply today.
Responsibilities
- Develop and maintain a robust client portfolio through strategic prospecting and relationship-building
- Create personalized financial plans encompassing investments, retirement, tax strategies, and risk management
- Stay current with market trends, regulatory changes, and emerging financial products
- Meet/exceed sales targets while maintaining fiduciary responsibility and compliance standards
- Leverage our proprietary CRM and planning tools to deliver exceptional client experiences
- Participate in ongoing professional development and team collaboration sessions
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 7 and Series 66 licenses (or ability to obtain within 90 days)
- 3+ years of financial services, wealth management, or sales experience
- Strong analytical skills with ability to explain complex concepts clearly
- Proven track record of building client relationships and meeting sales goals
- Proficiency in financial planning software and CRM platforms
- FL state insurance license (or ability to obtain)