Job Description
Join WealthForge Advisors as a Financial Advisor and unlock your potential with industry-leading tools and resources! We provide all necessary equipmentâlaptops, CRM software, and market analytics platformsâto set you up for immediate success. Build your client portfolio in Irvine's thriving financial hub while enjoying comprehensive training, mentorship, and uncapped earning potential. This role combines base salary with performance-based commissions, creating a truly rewarding career path in wealth management.
What We Offer:
- State-of-the-art tech stack provided at no cost
- Competitive benefits package (health/dental/vision)
- 401(k) with employer match
- Continuing education stipend
- Flexible work arrangements
Responsibilities
- Develop personalized financial plans for high-net-worth clients using provided analytical tools
- Leverage company-provided CRM to manage client relationships and pipeline
- Present investment strategies using proprietary software and market data platforms
- Meet/exceed sales targets through consultative wealth management approaches
- Utilize provided compliance tools to ensure regulatory adherence
- Participate in virtual client meetings using company-provided video conferencing solutions
- Collaborate with internal teams via shared digital workspaces
Qualifications
- Series 7 and 66/65 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Business, or related field
- 3+ years in financial services or client advisory role
- Experience with CRM platforms (Salesforce/WealthPro preferred)
- Strong presentation skills using provided digital tools
- Proven track record of building client relationships
- Ability to thrive with remote work technology
- CA resident with active SIE registration