Job Description
Join WealthForge Advisors, a premier wealth management firm in San Jose's thriving tech corridor, and accelerate your financial career with immediate full-time opportunities. We're seeking dynamic Financial Advisors to serve high-net-worth clients in California's innovation capital. Enjoy uncapped earning potential, comprehensive training, and a supportive team environment where your expertise directly impacts client success.
Why WealthForge?
- Industry-leading commission structure with 40%+ payout
- Exclusive access to institutional investment platforms
- CE reimbursement and advanced certification support
- Hybrid work model with modern downtown office
Responsibilities
- Develop and execute personalized financial plans for clients with $500k+ AUM
- Build and maintain relationships with high-net-worth individuals and tech professionals
- Analyze market trends and investment opportunities to optimize client portfolios
- Present complex financial strategies using advanced planning software
- Drive business development through networking and referral partnerships
- Ensure compliance with FINRA and SEC regulations
- Mentor junior advisors through our leadership development program
Qualifications
- FINRA Series 7 and 66/63/65 licenses (required)
- 3+ years experience in financial services or wealth management
- Proven track record in client acquisition and retention
- Strong analytical skills with CFP or CFA designation preferred
- Exceptional communication and presentation abilities
- Comfort working with HNW clients in tech/entrepreneurial sectors
- Proficiency in financial planning software (e.g., MoneyGuidePro)