Job Description
Join WealthForge Partners as a Financial Advisor and unlock your potential in Detroit's thriving financial district. We provide state-of-the-art equipmentâincluding CRM software, financial planning tools, and secure communication platformsâto empower your success. Enjoy competitive compensation, comprehensive benefits, and ongoing professional development in a collaborative environment. Build meaningful client relationships while making a tangible impact on their financial futures.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Manage investment portfolios and conduct regular portfolio reviews
- Utilize provided CRM tools to track client interactions and growth
- Present complex financial concepts through clear, client-friendly materials
- Comply with SEC/FINRA regulations and maintain fiduciary standards
- Collaborate with internal teams to deliver integrated financial solutions
- Leverage provided analytics tools to identify new business opportunities
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7, 66, and state securities licenses (or ability to obtain)
- 3+ years of financial planning/advisory experience
- Proven track record in client acquisition and retention
- Proficiency with financial planning software (provided)
- Exceptional communication and presentation skills
- Strong analytical abilities and attention to detail
- Entrepreneurial mindset with drive for results