Job Description
Join WealthForge Partners in Detroit as a Financial Advisor and build your dream career with full equipment support! We provide top-tier technology, CRM software, and office infrastructure to empower your success. Our client-focused platform offers uncapped earning potential through performance-based bonuses and comprehensive benefits including health insurance and retirement plans. Work alongside industry experts in a collaborative environment dedicated to your professional growth. This is your opportunity to make a tangible impact while enjoying exceptional company support.
Responsibilities
- Develop personalized financial plans for high-net-worth clients in Southeast Michigan
- Manage investment portfolios exceeding $5M in assets under management
- Drive client acquisition through strategic networking and referral programs
- Utilize provided CRM tools to maintain comprehensive client relationship records
- Conduct quarterly portfolio reviews and market analysis presentations
- Ensure compliance with FINRA regulations and company compliance protocols
- Collaborate with in-house legal and tax specialists for complex client cases
Qualifications
- FINRA Series 7 and 66/65 certifications required
- 3+ years of experience in financial services or wealth management
- Proven track record of building and maintaining client relationships
- Bachelor's degree in Finance, Economics, or related field
- Strong proficiency with financial planning software (provided by company)
- Excellent presentation skills and ability to explain complex concepts
- Michigan SIE certification (or ability to obtain within 90 days)
- Valid driver's license for client meetings across Metro Detroit