Job Description
Join WealthForge Partners as a Financial Advisor in Memphis, TN and unlock your earning potential! We provide all necessary equipment – laptops, software licenses, and marketing tools – so you can focus on client growth. Our hybrid work model offers flexibility while maintaining a collaborative office environment in the heart of downtown Memphis. Benefit from industry-leading training, mentorship from top-performing advisors, and a client acquisition pipeline to fast-track your success. Work with high-net-worth individuals and families to build comprehensive financial strategies, while enjoying uncapped commission potential and comprehensive benefits including health insurance, 401(k) matching, and continuing education stipends.
Responsibilities
- Develop and execute personalized financial plans for clients, including investment strategies, retirement planning, and risk management
- Build and maintain strong client relationships through regular portfolio reviews and proactive communication
- Leverage provided CRM software to track client interactions and manage pipeline efficiently
- Stay current on market trends, regulatory changes, and product offerings to provide optimal advice
- Collaborate with internal support teams (legal, compliance, operations) to ensure seamless service delivery
- Participate in community outreach events to expand professional network and brand visibility
- Maintain compliance with FINRA and SEC regulations in all client interactions
Qualifications
- FINRA Series 7 and 66/63/65 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Business, Economics, or related field
- Minimum 3 years of financial services or sales experience
- Strong track record in client relationship management and sales
- Excellent communication and presentation skills with ability to explain complex concepts
- Proficiency with financial planning software (provided)
- Self-motivated with entrepreneurial mindset and ability to work independently
- Tennessee state life/health insurance license (or ability to obtain)