Job Description
Join WealthForge Financial Group in St. Louis as a Financial Advisor and accelerate your career with state-of-the-art equipment provided! We're seeking driven professionals to build client portfolios while leveraging our cutting-edge tech stack. Enjoy comprehensive benefits, mentorship from industry veterans, and a collaborative environment designed for success.
Responsibilities
- Develop personalized financial plans for high-net-worth clients in St. Louis metro area
- Leverage provided CRM software and portfolio analysis tools for client engagement
- Conduct market research using proprietary data platforms
- Present investment strategies using provided presentation equipment
- Build and maintain referral networks through local community outreach
- Meet quarterly revenue targets using provided sales tracking systems
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state insurance licenses (or willingness to obtain)
- 3+ years financial advisory experience with proven client acquisition track record
- Proficiency in provided CRM and financial planning software
- Strong presentation skills with provided presentation tools
- FINRA registrations in good standing
- Local St. Louis market knowledge preferred