Job Description
Join WealthForge Financial Partners as a Financial Advisor and accelerate your career with industry-leading support. We provide all necessary equipment—including high-performance laptops, dual monitors, Bloomberg terminals, and CRM software—so you can focus on client growth. Our Detroit office offers a collaborative environment where you'll build lasting relationships with high-net-worth individuals and small business owners.
With uncapped commission potential and comprehensive benefits (401k, health insurance, profit sharing), this role is perfect for ambitious advisors ready to thrive in Michigan's financial hub. We provide ongoing training and mentorship to help you navigate market volatility and client needs.
Responsibilities
- Develop personalized investment strategies and financial plans for diverse client portfolios
- Utilize provided Bloomberg terminals and CRM tools to analyze market trends and client data
- Build and maintain a robust client network through proactive outreach and relationship management
- Present complex financial concepts clearly to clients during quarterly reviews
- Meet annual revenue targets while maintaining compliance with FINRA regulations
- Leverage provided sales enablement tools to create compelling client presentations
- Collaborate with internal wealth managers on tax-optimized investment strategies
Qualifications
- Bachelor's degree in Finance, Economics, or Business (MBA preferred)
- Active Series 7 and Series 66/65 licenses
- 3+ years of financial planning or client advisory experience
- Proficiency with financial software (we provide full training on our CRM platform)
- Strong analytical skills with ability to interpret market data
- Excellent communication skills for high-stakes client interactions
- Track record of meeting/exceeding sales targets
- Comfortable working with provided tech stack (no personal equipment required)