Job Description
Join WealthForge Advisors as a Financial Advisor and receive premium equipment to accelerate your success! We're seeking driven professionals in San Jose to build client portfolios while leveraging our cutting-edge technology suite. Benefit from comprehensive training, competitive compensation structure, and uncapped commission potential. Transform your finance career with a firm that invests in your growth.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Leverage provided CRM software and analytics tools for client management
- Present complex investment solutions using our digital presentation platform
- Drive new client acquisition through our lead generation system
- Comply with FINRA regulations using our compliance monitoring tools
- Collaborate with our tech-enabled advisory team
- Utilize our mobile app for real-time portfolio tracking
Qualifications
- Series 7 & 66/65 licenses (active)
- Bachelor's degree in Finance/related field
- 3+ years wealth management experience
- Proficiency with financial planning software
- Strong client relationship management skills
- FINRA compliance knowledge
- Ability to utilize provided tech stack effectively