Job Description
Join WealthForge Advisors, an award-winning financial planning firm, as a Financial Advisor in sunny St. Petersburg, FL! We're seeking passionate professionals to transform clients' financial futures through personalized wealth management strategies. Enjoy competitive compensation, comprehensive benefits, and a supportive culture that prioritizes your growth. Build your career in one of America's most livable cities while making a tangible impact on clients' lives.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and risk management
- Cultivate and maintain long-term client relationships through trust-based financial guidance
- Conduct thorough financial analysis and market research to inform client recommendations
- Collaborate with cross-functional teams to deliver integrated wealth management solutions
- Stay current on industry regulations and compliance requirements
- Drive business development through targeted networking and referral programs
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- Series 7, 66, and Florida Life/Health Insurance licenses required
- 3+ years of financial advisory or wealth management experience
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and client relationship management abilities
- Proven track record of meeting sales and client acquisition targets
- CFP designation strongly preferred