Job Description
Join WealthForge Partners as a Financial Advisor in Chandler, AZ and accelerate your career with industry-leading equipment provided! We're seeking driven professionals to build client portfolios while leveraging our state-of-the-art tech stack. Enjoy a collaborative environment with comprehensive training, mentorship, and full office support. Your success is our priority with competitive compensation, health benefits, and uncapped earning potential.
Why Choose Us?
• Professional-grade CRM software & tablets
• Dedicated client management tools
• Marketing & compliance support
• Continuing education stipend
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Manage investment portfolios across multiple asset classes
- Utilize provided CRM software to track client relationships
- Conduct financial workshops & community outreach events
- Stay updated on market trends using our research tools
- Meet quarterly revenue targets through strategic client acquisition
- Comply with FINRA & SEC regulations using our compliance portal
Qualifications
- Series 7 & Series 66/63/65 licenses required
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of client-facing financial services experience
- Strong proficiency with financial planning software
- Proven track record of meeting sales targets
- Excellent presentation & communication skills
- Ability to thrive in a tech-enabled environment