Job Description
Join our elite financial advisory team in Lincoln, NE and transform lives through strategic wealth management. WealthForge Financial Group is seeking a dynamic Financial Advisor to serve ambitious clients in the thriving Nebraska market. This immediate hire opportunity offers uncapped earning potential, comprehensive training, and a supportive culture focused on client success. Build your dream career while making a tangible impact on families and businesses across the region.
Responsibilities
- Develop personalized financial strategies for high-net-worth individuals and business clients
- Drive new client acquisition through targeted networking and digital marketing initiatives
- Manage investment portfolios across diverse asset classes including equities, bonds, and alternative investments
- Conduct comprehensive financial planning analyses including retirement, estate, and tax optimization
- Maintain FINRA Series 7/66 compliance and stay current on regulatory changes
- Leverage CRM systems to track client interactions and pipeline progress
- Collaborate with internal partners to deliver integrated financial solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Active Series 7 and Series 66/65 licenses (or ability to obtain within 30 days)
- Minimum 3 years of financial services sales/advisory experience
- Proven track record of meeting/exceeding revenue targets ($500K+ annually)
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional presentation skills with ability to translate complex concepts
- Nebraska residency or immediate relocation capability