Job Description
Join WealthForge Advisors, a premier financial services firm, as a Financial Advisor in Chicago. We're seeking dynamic professionals who value work-life balance to deliver exceptional financial planning to diverse clients. Enjoy industry-leading flexibility while building your career in one of America's financial capitals. Our hybrid model combines office collaboration with remote work options, allowing you to serve clients on your terms.
Why Choose Us? Comprehensive training program, cutting-edge tech stack, and uncapped commission structure. We invest in your growth with mentorship from CFPĀ® professionals and continuous education stipends.
Responsibilities
- Develop personalized financial plans covering investments, retirement, insurance, and tax strategies
- Cultivate and maintain high-net-worth client relationships through proactive communication
- Analyze market trends and economic indicators to optimize portfolio performance
- Collaborate with internal teams to execute complex wealth management solutions
- Stay current on SEC/FINRA regulations and compliance requirements
- Utilize CRM systems to track client interactions and pipeline growth
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA/CFP preferred)
- 3+ years of financial advisory experience with proven client acquisition track record
- FINRA Series 7, 66 (or 63 & 65) licenses in good standing
- Exceptional communication skills with ability to translate complex concepts
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Self-motivated with ability to thrive in flexible work environment
- Valid Illinois insurance producer license (Life/Health)