Job Description
Join WealthForge Financial Partners as a Senior Financial Advisor and transform your passion for finance into a rewarding career in the heart of Manhattan. We're seeking dynamic professionals to build client portfolios, deliver strategic wealth management solutions, and thrive in our collaborative, growth-oriented environment. Enjoy uncapped commission potential, comprehensive training, and a culture that values innovation and client-centric excellence.
Responsibilities
- Develop personalized financial plans for high-net-worth clients including investment strategies, retirement planning, and tax optimization
- Cultivate and expand client relationships through proactive outreach and exceptional service delivery
- Analyze market trends and economic data to recommend portfolio adjustments aligned with client goals
- Ensure compliance with FINRA regulations and maintain accurate client documentation
- Mentor junior advisors and contribute to team performance metrics
- Collaborate with legal and tax professionals for complex wealth structuring solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7, 66, and state securities licenses (or ability to obtain within 90 days)
- 3+ years of experience in financial advisory or wealth management
- Proven track record in client acquisition and portfolio management
- Strong analytical skills with proficiency in financial planning software (e.g., MoneyGuidePro)
- Exceptional communication and presentation abilities
- NYC-based professional network established