Job Description
Join WealthForge Capital Group's elite advisory team in Baltimore and transform your career in finance. We're seeking dynamic Financial Advisors to build client portfolios, drive growth strategies, and deliver exceptional wealth management solutions in Maryland's thriving financial hub. Enjoy uncapped commission potential, comprehensive training, and a supportive culture that rewards ambition.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth clients
- Build and maintain robust client relationships through proactive communication
- Analyze market trends to optimize portfolio performance and risk management
- Exceed sales targets while adhering to FINRA and SEC compliance standards
- Collaborate with internal teams for seamless client service delivery
- Participate in community outreach to expand client acquisition channels
Qualifications
- Series 7 and Series 66/63 licenses (required)
- 3+ years in financial services or wealth management
- Proven track record in client acquisition and retention
- Bachelor's degree in Finance, Economics, or related field
- Exceptional analytical and presentation skills
- Strong knowledge of retirement planning and investment vehicles
- Maintained clean FINRA record