Job Description
Join WealthForge Partners as a Remote Financial Advisor and transform lives through strategic wealth management. We're seeking passionate professionals to serve Detroit's growing financial needs while enjoying flexible remote work. Our award-winning platform combines cutting-edge technology with personalized client relationships, allowing you to build your book of business from anywhere in Michigan.
As a cornerstone of our advisory team, you'll leverage our comprehensive resources to deliver comprehensive financial planning, investment strategies, and retirement solutions. We provide extensive training, competitive benefits, and a collaborative culture designed for your success.
Responsibilities
- Develop comprehensive financial plans for diverse client portfolios including retirement, education funding, and estate planning
- Build and maintain strong client relationships through regular portfolio reviews and proactive financial guidance
- Analyze market trends and economic data to optimize investment strategies for client goals
- Collaborate with internal teams on tax-efficient planning and risk management solutions
- Utilize our proprietary CRM system to track client progress and identify new opportunities
- Stay current on financial regulations and industry best practices through ongoing education
Qualifications
- Series 7 and Series 66/65 certifications (or state equivalent)
- CFPĀ® or CFA designation preferred
- Minimum 3 years of financial advisory experience with proven client acquisition track record
- Strong analytical skills with ability to translate complex financial concepts into actionable advice
- Excellent communication skills for both technical and non-technical audiences
- Proficiency in financial planning software and CRM platforms
- Michigan residency required for compliance purposes