Job Description
Join WealthForge Partners, Miami's premier wealth management firm, and transform your finance career starting tomorrow! We're seeking dynamic Financial Advisors to build client portfolios while earning uncapped commission potential. Our hybrid model combines competitive base salary with performance bonuses, plus comprehensive benefits including health insurance, 401k matching, and paid time off. Work from our prestigious Brickell headquarters or remotely ā the choice is yours. Enjoy mentorship from CFPĀ® professionals and access to our proprietary investment platform. Ready to accelerate your financial future?
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios aligned with client risk tolerance
- Drive new client acquisition through strategic networking
- Conduct regular portfolio reviews and performance analysis
- Stay current on SEC/FINRA regulations and compliance standards
- Leverage CRM tools to maintain client relationships
- Collaborate with internal wealth management team
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65, 66, and/or 7 licenses (or ability to obtain within 90 days)
- 3+ years experience in financial services or client-facing sales
- Strong knowledge of investment products and tax strategies
- Exceptional communication and presentation skills
- Track record of meeting/exceeding sales targets
- Proficiency in financial planning software (e.g., MoneyGuidePro)