Job Description
Join WealthForge Advisors and launch your financial planning career tomorrow! We're seeking passionate Financial Advisors to serve Columbus's growing affluent community. Our award-winning training program and uncapped earning potential make us Ohio's top choice for financial professionals. Enjoy hybrid work, comprehensive benefits, and a culture that prioritizes your growth.
Responsibilities
- Develop personalized financial plans for 15-20 high-net-worth clients monthly
- Build and maintain client relationships through quarterly portfolio reviews
- Drive new business development through community networking and digital marketing
- Stay current on SEC/FINRA regulations and tax law changes
- Collaborate with investment analysts to optimize client portfolios
- Present complex financial strategies in accessible client presentations
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65/66 or ability to obtain within 90 days
- 3+ years in client-facing financial services
- Proven track record in sales and relationship management
- CFP or CFA designation preferred
- Strong proficiency in financial planning software (e.g., MoneyGuidePro)
- Excellent communication skills for diverse client demographics