Job Description
Join our elite financial advisory team in New Orleans and accelerate your career with our comprehensive paid training program. WealthForge Partners is seeking motivated individuals to transform into Certified Financial Planners (CFPs) while earning competitive compensation. Our 12-week intensive curriculum covers investment strategies, client relationship management, and compliance – all while building your client portfolio. Enjoy uncapped earning potential, mentorship from industry veterans, and a clear path to management roles.
We offer:
- Full salary during training period
- Industry-leading certification support
- Health/dental/vision benefits
- 401(k) with company match
- Performance-based bonuses
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Execute investment strategies across diverse asset classes
- Build and maintain robust client relationships through consultative selling
- Analyze market trends to optimize portfolio performance
- Comply with FINRA regulations and SEC guidelines
- Lead financial literacy workshops in the community
- Mentor junior advisors after certification completion
Qualifications
- Bachelor's degree in Finance, Business, or Economics
- Series 65/66 license (or willingness to obtain during training)
- Strong quantitative and analytical aptitude
- Exceptional communication and presentation skills
- Proven track record in sales or client service roles
- Ability to work independently while collaborating with teams
- Passion for helping clients achieve financial independence