Job Description
Join WealthForge Advisors, a leading wealth management firm, as a Remote Financial Advisor serving Minneapolis clients. We're seeking a dynamic professional to build client relationships and deliver personalized financial solutions. Enjoy flexible remote work while making a tangible impact in our vibrant Minneapolis community.
Why WealthForge?
- Industry-leading training and mentorship
- Comprehensive benefits package (health, dental, 401k)
- Generous commission structure uncapped earning potential
- Modern tech stack and client management tools
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain robust client portfolios aligned with risk tolerance
- Conduct regular portfolio reviews and performance analysis
- Identify cross-selling opportunities for complementary services
- Stay current on market trends and regulatory changes
- Participate in community outreach events in Minneapolis area
Qualifications
- FINRA Series 7 and 66/63/65 licenses required
- 5+ years financial planning/advisory experience
- CFP designation strongly preferred
- Proven track record of client relationship management
- Exceptional communication and presentation skills
- Ability to work independently in remote environment
- Minnesota residency required for client licensing