Job Description
Join WealthForge Partners, a premier wealth management firm, as we expand our Atlanta team! We're seeking dynamic Financial Advisors to help high-net-worth individuals and families achieve their financial goals. Enjoy uncapped earning potential, industry-leading training, and a collaborative culture that values innovation and client-centric solutions. Why WealthForge?
- Comprehensive benefits package including health insurance, 401(k) matching, and paid time off
- Generous commission structure with performance bonuses
- Access to proprietary research tools and technology platforms
- Ongoing professional development and certification support
Responsibilities
- Develop personalized financial plans and investment strategies for clients
- Build and maintain strong client relationships through regular consultations
- Analyze market trends and recommend portfolio adjustments
- Ensure compliance with FINRA regulations and firm policies
- Collaborate with internal teams for comprehensive client solutions
- Identify new business opportunities through networking and referrals
Qualifications
- Bachelor's degree in Finance, Business, or related field (MBA preferred)
- Series 7 and Series 66/63/65 licenses required
- 3+ years of financial advisory experience with high-net-worth clients
- Proven track record in sales and client relationship management
- Strong analytical skills and market knowledge
- Excellent communication and presentation abilities
- CFP or CFA designation highly desirable