Job Description
Join WealthForge Advisors, a premier financial services firm in San Francisco's vibrant Financial District. We're seeking a dynamic Financial Advisor to help clients build lasting wealth through personalized strategies. Enjoy unprecedented flexibility with hybrid work options and adjustable hours while working with high-net-worth individuals and small business owners. Our collaborative culture combines cutting-edge fintech tools with personalized mentorship to accelerate your career growth.
Responsibilities
- Develop comprehensive financial plans covering investments, retirement, insurance, and tax optimization
- Cultivate and maintain relationships with 50-75 high-net-worth clients through regular consultations
- Conduct market analysis and portfolio reviews using our proprietary advisory platform
- Collaborate with estate planning attorneys and CPAs to deliver integrated solutions
- Stay current on SEC/FINRA regulations and compliance requirements
- Participate in quarterly team strategy sessions and professional development workshops
Qualifications
- Bachelor's degree in Finance, Economics, or related field (CFP/CFA designation preferred)
- 3+ years experience in financial advisory, wealth management, or client-facing finance roles
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- Proven track record in client acquisition and retention strategies
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional communication skills with ability to translate complex concepts clearly
- Self-motivated with demonstrated ability to manage flexible schedules independently