Job Description
Launch your finance career without experience! WealthForge Financial is seeking motivated Financial Advisor Trainees in Stockton, CA. Our award-winning training program equips you with industry expertise while providing mentorship from top advisors. Enjoy competitive base pay, uncapped commission, and rapid career growth. Join our client-focused team and build lasting financial futures for California families.
Responsibilities
- Build client relationships through personalized financial planning
- Present investment solutions aligned with client goals
- Complete FINRA Series 7 & 65 licensing with company support
- Conduct financial needs analysis for individuals/families
- Develop comprehensive retirement and investment strategies
- Participate in ongoing product training and market updates
- Maintain compliance with FINRA and SEC regulations
Qualifications
- High school diploma (college degree preferred)
- Strong communication and interpersonal skills
- Goal-oriented mindset with entrepreneurial drive
- Basic computer proficiency and CRM software aptitude
- Valid California securities license eligibility
- Passion for helping clients achieve financial security
- Ability to pass FINRA background checks
- No financial experience required – full training provided