Job Description
Join WealthForge Financial as a Financial Advisor and revolutionize your career with unmatched flexibility in Fort Wayne! We empower advisors to build client relationships on your schedule while delivering exceptional financial planning services. Our hybrid work model combines office collaboration with remote autonomy, allowing you to optimize your productivity. Benefit from comprehensive training, competitive commission structures, and a client portfolio system designed for success. Whether you're transitioning from banking or seeking growth in wealth management, this role offers the perfect blend of professional challenge and personal freedom.
Responsibilities
- Develop personalized financial plans for clients including retirement, investment, and insurance strategies
- Build and maintain strong client relationships through consistent communication and trust-building
- Analyze market trends and economic data to provide actionable investment advice
- Meet quarterly sales targets while maintaining compliance with FINRA regulations
- Leverage CRM systems to track client progress and identify new opportunities
- Collaborate with portfolio managers to execute complex financial strategies
- Participate in quarterly business development workshops and networking events
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- FINRA Series 7 and 66/65 licenses (or willingness to obtain within 90 days)
- 3+ years of financial services experience with proven track record
- Exceptional communication skills with ability to translate complex concepts
- Strong analytical skills and proficiency in financial planning software
- Self-motivated with ability to thrive in flexible work environments
- Valid Indiana insurance license (or ability to obtain)