Job Description
Join WealthForge Financial Partners, a premier wealth management firm dedicated to empowering clients through personalized financial strategies. We're seeking a dynamic Financial Advisor to serve Riverside's growing community of professionals and families. Enjoy comprehensive training, cutting-edge technology, and a collaborative culture that prioritizes client success. Your expertise will directly impact lives while building a rewarding career in one of California's most vibrant economic hubs.
Responsibilities
- Develop and implement comprehensive financial plans including investments, retirement, estate planning, and risk management
- Build and maintain a robust client portfolio through targeted networking and referrals
- Conduct thorough financial analysis and market research to inform client recommendations
- Stay current on industry regulations, tax laws, and market trends
- Utilize CRM software to track client interactions and pipeline progress
- Collaborate with internal support teams for seamless service delivery
- Meet/exceed quarterly sales and client acquisition targets
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 7, 66, and state insurance licenses (or willingness to obtain within 90 days)
- 3+ years in financial services, sales, or client advisory role
- Proven track record in building client relationships and meeting sales goals
- Strong analytical skills with ability to translate complex financial concepts
- Excellent communication and presentation skills
- Self-motivated with entrepreneurial mindset