Job Description
Join WealthForge Advisors, a premier wealth management firm in Jersey City, NJ, and elevate your career as a Senior Financial Advisor. We're seeking a results-driven professional to build and manage high-net-worth portfolios while delivering exceptional client experiences. Enjoy a competitive base salary plus uncapped commission in a collaborative, growth-oriented environment.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients covering investments, retirement, tax strategies, and estate planning
- Build and maintain strong client relationships through regular portfolio reviews and proactive communication
- Analyze market trends and economic data to optimize investment strategies
- Collaborate with internal teams to deliver integrated financial solutions
- Drive new business development through networking and referrals
- Stay current with industry regulations (SEC, FINRA, CFP Board standards)
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of financial advisory experience with high-net-worth clients
- Certified Financial Planner (CFP) or CFA designation required
- Proven track record of meeting/exceeding revenue targets
- Exceptional analytical and presentation skills
- Series 7, 66, and state insurance licenses
- Strong proficiency in financial planning software (e.g., MoneyGuidePro)