Job Description
Join WealthForge Advisory Partners and launch your financial advising career tomorrow! We're seeking dynamic Financial Advisors to serve Anaheim's growing community. Enjoy uncapped commission potential, comprehensive training, and a supportive environment where your success is our priority. Build your client portfolio while making a tangible impact on families' financial futures.
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, insurance, and tax strategies
- Acquire new clients through networking, referrals, and digital marketing initiatives
- Conduct regular portfolio reviews and adjust strategies based on market conditions
- Stay current on financial regulations (SEC, FINRA) and compliance requirements
- Utilize CRM systems to manage client relationships and track performance metrics
- Collaborate with internal teams for seamless cross-departmental support
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- Series 7 and 65/66 licenses (or ability to obtain within 90 days)
- Minimum 2 years of client-facing financial services experience
- Proven track record in sales or financial planning
- Exceptional communication and presentation skills
- Proficiency with financial planning software (e.g., MoneyGuidePro, eMoney)
- Valid California Life & Health Insurance license