Job Description
Join WealthForge Financial Partners and transform lives through strategic wealth management in Phoenix's thriving financial landscape. We're seeking passionate Financial Advisors to build client portfolios while enjoying uncapped earning potential and industry-leading support. Our award-winning platform combines cutting-edge fintech tools with personalized mentorship to accelerate your career growth. Benefit from exclusive access to high-net-worth clients and comprehensive benefits including health insurance, 401(k) matching, and professional development stipends.
Responsibilities
- Develop comprehensive financial plans for 25+ high-net-worth clients annually
- Build and maintain client relationships through quarterly portfolio reviews and strategic consultations
- Drive new business acquisition through networking and targeted outreach strategies
- Monitor market trends to optimize investment portfolios aligned with client goals
- Ensure compliance with FINRA regulations and firm policies
- Collaborate with internal teams to deliver holistic financial solutions
- Utilize CRM systems to track client interactions and pipeline
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7 and Series 66/63 licenses (required)
- 3+ years of financial advisory experience with proven track record
- Strong presentation skills and ability to articulate complex financial concepts
- FINRA registration and clean compliance record
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Arizona State Securities license