Job Description
Join WealthForge Partners as a Financial Advisor and build your career in finance with industry-leading support. We provide all necessary equipment including laptops, software licenses, and marketing tools to ensure your success. Our Detroit team offers comprehensive training and a collaborative environment focused on client growth and wealth management excellence.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Build and maintain robust client relationships through strategic consultations
- Analyze market trends to optimize investment portfolios
- Utilize company-provided CRM software for client management
- Conduct financial literacy workshops for community outreach
- Meet/exceed quarterly sales targets with support from our marketing team
- Stay current on financial regulations using provided research tools
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- 3+ years experience in financial services or client advisory
- Strong analytical skills with attention to detail
- Excellent communication and presentation abilities
- Proven track record in sales or relationship management
- Proficiency with financial planning software (training provided)