Job Description
Join WealthForge Partners, a premier wealth management firm in Pittsburgh, and transform your passion for finance into a rewarding career. We're seeking dynamic Financial Advisors to help clients achieve their financial dreams through personalized strategies. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that prioritizes your growth.
Our advisors benefit from cutting-edge technology, a robust referral network, and ongoing professional development. We offer a competitive benefits package including health insurance, retirement planning, and performance bonuses.
Responsibilities
- Develop and implement comprehensive financial plans for high-net-worth clients
- Build and maintain client relationships through trust-based consultations
- Analyze market trends to optimize investment portfolios
- Conduct educational workshops on financial literacy topics
- Collaborate with cross-functional teams to deliver holistic solutions
- Meet/exceed quarterly sales and retention targets
- Stay current with SEC/FINRA regulations and compliance requirements
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 & Series 66/63/65 licenses required
- Minimum 3 years of financial services/advisory experience
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication and presentation skills
- Proven track record of client relationship management
- Strong analytical and problem-solving abilities
- Pittsburgh market knowledge preferred