Job Description
Join WealthForge Partners, an industry-leading wealth management firm in Irvine, CA, and build your financial advising career with premium equipment and full support. We provide state-of-the-art technology including iPads, CRM software, and market analytics tools to empower your success. As a Financial Advisor, you'll leverage our resources to deliver personalized financial planning solutions to high-net-worth clients in Southern California's thriving business hub.
Our Irvine office offers a collaborative environment with mentorship programs, ongoing training, and competitive benefits. We're seeking ambitious professionals ready to capitalize on Orange County's affluent market while receiving world-class operational support.
Responsibilities
- Develop comprehensive financial plans for 50+ high-net-worth clients using provided analytical tools
- Execute investment strategies with our proprietary portfolio management platform
- Build and maintain client relationships through in-person meetings and digital communication tools
- Utilize provided CRM system for client tracking and campaign management
- Participate in quarterly business development initiatives with marketing support
- Comply with SEC/FINRA regulations using our compliance monitoring tools
- Collaborate with our investment committee using provided research databases
Qualifications
- Bachelor's degree in Finance, Economics, or related field (CFP/CFA preferred)
- 3+ years of financial advisory experience with affluent client portfolios
- Series 7, 66, and CA state insurance licenses (or ability to obtain immediately)
- Proficiency with financial planning software (we provide advanced training)
- Strong track record of meeting sales targets ($5M+ AUM annually)
- Exceptional presentation skills using provided iPad presentation tools
- Ability to thrive in a tech-supported environment with minimal equipment costs