Job Description
WealthForge Advisors is seeking a dynamic Remote Financial Advisor to join our award-winning team in Boston. As a key member of our client-first organization, you'll transform financial futures through personalized wealth management strategies. Enjoy the flexibility of remote work while leveraging our cutting-edge digital platforms and robust support systems. Join 200+ advisors who've built thriving practices with our proven methodology.
Why WealthForge?
- Industry-leading training & CFP sponsorship
- Exclusive access to institutional investment platforms
- Comprehensive benefits package (health/dental/vision)
- Profit-sharing and equity opportunities
- Flexible remote work culture
Responsibilities
- Develop comprehensive financial plans aligned with client goals (retirement, education, estate planning)
- Analyze market trends and recommend investment strategies across asset classes
- Build and maintain high-net-worth client relationships through quarterly reviews
- Utilize CRM tools to track client portfolios and compliance documentation
- Collaborate with internal specialists (tax, legal) for integrated solutions
- Meet quarterly acquisition targets for new AUM (Assets Under Management)
- Stay current with SEC/FINRA regulations and continuing education requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Active Series 7 & 66/65 licenses (or state equivalents)
- Minimum 4 years financial planning/advisory experience
- Proven track record of $5M+ AUM management
- Advanced proficiency in financial planning software (MoneyGuidePro, eMoney)
- Exceptional presentation skills for complex financial concepts
- Remote work experience with demonstrated self-discipline
- Certified Financial Planner (CFP) designation required