Job Description
Join WealthForge Capital, a premier financial advisory firm in Manhattan, and transform lives through strategic wealth management. We're seeking ambitious Financial Advisors to start immediately and build your client portfolio with our proven systems and industry-leading support. Enjoy uncapped commission potential, comprehensive benefits, and a collaborative environment designed for elite performers.
Why WealthForge Capital?
- Immediate start opportunity with no cold calling required
- Exclusive access to high-net-worth client network
- Industry-leading training and mentorship program
- Top-tier technology and marketing resources
- Comprehensive health, dental, and retirement benefits
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Build and maintain a robust client portfolio through referrals and networking
- Conduct comprehensive portfolio reviews and recommend investment opportunities
- Stay current with market trends and regulatory changes
- Collaborate with cross-functional teams to deliver holistic financial solutions
- Utilize CRM systems for client relationship management
- Meet/exceed quarterly sales targets and KPIs
Qualifications
- Bachelor's degree in Finance, Business, or related field
- FINRA Series 7, 66, and NY State Life Insurance licenses
- 3+ years of financial advisory experience with high-net-worth clients
- Proven track record of meeting sales targets
- Exceptional communication and presentation skills
- Strong analytical and problem-solving abilities
- Ability to thrive in a commission-based environment
- Valid NY State securities license (Series 79 preferred)