Job Description
Join WealthForge Financial Partners as a Financial Advisor in Milwaukee and accelerate your career with industry-leading support! We provide state-of-the-art equipment, comprehensive training, and a client acquisition program designed for success. Build your practice while serving diverse communities in Wisconsin's thriving economic hub. Enjoy uncapped earning potential, flexible scheduling, and a culture that values innovation and client-first solutions.
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, insurance, and estate planning
- Build and maintain a robust client portfolio through strategic networking and referrals
- Leverage provided CRM software and digital tools for client relationship management
- Stay current on market trends and regulatory changes affecting financial services
- Collaborate with internal teams for complex wealth management strategies
- Present investment options and performance metrics to clients through our proprietary platform
- Meet/exceed sales targets while maintaining fiduciary standards
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- FINRA Series 7, 66, and state insurance licenses (or willingness to obtain)
- 3+ years of financial services/advisory experience preferred
- Proven track record in client acquisition and portfolio management
- Strong analytical skills with ability to explain complex concepts simply
- Excellent communication and presentation abilities
- Proficiency with financial planning software (we provide full training)
- Valid Wisconsin driver's license and reliable transportation