Job Description
Join WealthForge Financial Group's elite team of Financial Advisors in Detroit and transform your career while empowering clients to achieve financial independence. We're seeking passionate professionals who thrive in a dynamic, commission-driven environment with uncapped earning potential. Our comprehensive training program and cutting-edge resources position you for success in one of America's most vibrant financial markets.
As a cornerstone of our wealth management practice, you'll build lasting client relationships while leveraging our proprietary technology platform to deliver personalized financial strategies. We provide unmatched mentorship from industry veterans and a culture that rewards innovation and client-centric excellence.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and tax optimization strategies
- Cultivate and expand a high-net-worth client portfolio through targeted networking and referral programs
- Analyze market trends and economic indicators to provide actionable investment recommendations
- Conduct regular portfolio reviews and rebalancing to align with clients' evolving goals
- Utilize CRM systems to maintain detailed client records and track performance metrics
- Collaborate with internal experts in estate planning and insurance solutions
- Stay current on SEC/FINRA regulations and compliance requirements
Qualifications
- FINRA Series 7 and 66/63/65 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial planning/advisory experience with proven track record
- Strong analytical skills with ability to translate complex data into client-friendly strategies
- Exceptional communication and presentation abilities for diverse audiences
- Certified Financial Planner (CFP) designation preferred
- Demonstrated success in building and maintaining client relationships
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)