Job Description
Join WealthForge Partners as a Financial Advisor and transform lives through personalized wealth management. We're seeking passionate professionals who thrive in client-facing environments while maintaining work-life balance through our flexible scheduling model. Milwaukee's vibrant financial district offers unparalleled networking opportunities, and our competitive compensation structure includes uncapped commissions. Benefit from our proprietary tech platform, continuous industry training, and a collaborative culture that values your expertise. Why Milwaukee? Home to Fortune 500 companies and a thriving small business ecosystem, our city provides diverse client portfolios and robust growth potential. We offer relocation assistance for top-tier candidates.
Responsibilities
- Develop comprehensive financial plans encompassing investments, retirement, insurance, and tax strategies
- Cultivate and maintain long-term client relationships through proactive communication and trust-building
- Stay current on market trends, regulatory changes, and product innovations
- Leverage our digital tools for portfolio management and performance reporting
- Collaborate with internal specialists (tax, estate planning) for holistic client solutions
- Meet/exceed quarterly new client acquisition and revenue targets
- Participate in community outreach to build brand visibility and referral networks
Qualifications
- FINRA Series 7 and 66/63/65 licenses (or ability to obtain within 90 days)
- 3+ years financial advisory experience with demonstrated client portfolio growth
- Relevant degree in Finance, Economics, or related field
- Proven track record in client acquisition and retention
- Exceptional communication skills with ability to translate complex concepts
- Strong analytical skills and proficiency in financial planning software
- Self-motivated with ability to manage flexible work schedule independently
- WI resident or willingness to relocate to Milwaukee area