Job Description
Join our dynamic team at WealthForge Financial Partners and transform lives through strategic financial planning! We're urgently seeking a passionate Financial Advisor to serve Fresno's growing community. As a premier wealth management firm, we offer industry-leading training, competitive compensation, and a supportive environment where your expertise thrives. Help clients achieve financial independence while building your dream career in California's Central Valley.
Why Join Us?
• Uncapped earning potential with industry-leading commission structure
• Comprehensive benefits including health insurance and 401(k)
• Continuous professional development and CE sponsorship
• Cutting-edge technology and marketing support
• Work-life balance with flexible scheduling options
Responsibilities
- Develop personalized financial plans for diverse client portfolios
- Build and maintain long-term client relationships through trust-based advising
- Analyze market trends and investment opportunities to optimize client outcomes
- Present complex financial concepts in accessible, client-friendly language
- Meet/exceed quarterly sales and retention targets
- Collaborate with cross-functional teams for comprehensive client solutions
- Stay current on regulatory compliance and industry certifications
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial advising or sales experience
- Proven track record of meeting sales targets and client retention
- Exceptional communication and presentation skills
- Valid California Life & Health Insurance license
- CFP or CFA designation preferred
- Strong proficiency in financial planning software (e.g., MoneyGuidePro)