Job Description
Join WealthForge Partners in Detroit as a Financial Advisor and unlock your potential with our comprehensive paid training program! We're seeking motivated individuals passionate about helping clients achieve financial success. Our award-winning 12-week training curriculum covers investment strategies, retirement planning, and client relationship management – no prior experience required. Enjoy uncapped earning potential, mentorship from industry veterans, and a collaborative team environment. Build a rewarding career in finance while making a tangible impact in Detroit's vibrant community.
Responsibilities
- Develop personalized financial plans for individual and business clients
- Build and maintain strong client relationships through trust-based consultations
- Present investment opportunities aligned with client risk tolerance and goals
- Continuously expand financial product knowledge and regulatory compliance
- Collaborate with cross-functional teams to optimize client outcomes
- Track performance metrics and adjust strategies for maximum client satisfaction
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Exceptional communication and presentation skills
- Strong analytical thinking and problem-solving abilities
- Self-motivated with entrepreneurial mindset
- Valid FINRA Series 63/65/66 securities license (training provided)
- Proficiency in CRM software and financial planning tools
- Ability to thrive in a commission-based compensation structure