Job Description
Join WealthForge Partners as a Financial Advisor in Memphis and build your dream career with full industry support! We provide state-of-the-art equipment including laptops, CRM software, and financial planning tools – so you can focus on client success. Our comprehensive training program and mentorship from industry veterans will accelerate your growth. Enjoy uncapped earning potential with competitive commissions and a structured career advancement path. We offer health insurance, 401(k) matching, and quarterly team retreats. Transform lives through strategic financial planning while building lasting client relationships in Tennessee's thriving market.
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Build and maintain a robust client portfolio through strategic networking
- Utilize provided CRM software to track client goals and progress
- Present complex investment strategies using our proprietary analysis tools
- Stay current on market trends and regulatory compliance requirements
- Collaborate with our investment committee for portfolio optimization
- Participate in quarterly business development initiatives
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial services sales or advisory experience
- Proven track record of meeting/exceeding sales targets
- Exceptional communication and presentation skills
- Strong aptitude for financial analysis and relationship management
- Ability to thrive in a remote-friendly environment with provided tech stack