Job Description
Join WealthForge Partners as a Financial Advisor and transform your career with our industry-leading weekly pay structure! We're seeking driven professionals in Saint Paul to help clients achieve financial freedom through personalized wealth management strategies. Enjoy consistent weekly pay while building a thriving practice with uncapped earning potential through our commission model.
Our hybrid work model offers flexibility with 3 days in our downtown Saint Paul office and 2 remote days. You'll receive comprehensive training, state-of-the-art CRM tools, and a robust client acquisition program to accelerate your success. This is your opportunity to make immediate financial impact while growing your income weekly.
Responsibilities
- Develop personalized financial plans including investments, retirement, and estate strategies
- Build and maintain client relationships through regular portfolio reviews and financial planning sessions
- Meet/exceed sales targets while adhering to FINRA and SEC regulations
- Leverage our proprietary tools to analyze market trends and client financial data
- Participate in weekly training sessions to maintain CFP and Series 65/66 credentials
- Collaborate with cross-functional teams to deliver comprehensive financial solutions
- Track and report client satisfaction metrics and business growth KPIs
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Active Series 65/66 and state insurance licenses (or ability to obtain within 90 days)
- Minimum 2 years financial services sales or advisory experience
- Proven track record of meeting/exceeding revenue targets
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and client relationship management abilities
- Familiarity with CRM platforms (Salesforce experience preferred)
- Self-motivated with entrepreneurial mindset