Job Description
Join Philadelphia's premier wealth management team at WealthForge Partners! We're seeking dynamic Financial Advisors to serve high-net-worth clients in the Greater Philadelphia Area. Leverage our cutting-edge tech platform and robust client acquisition system while building a prestigious practice in one of America's most vibrant financial hubs. Enjoy uncapped earning potential, comprehensive benefits, and dedicated mentorship from industry leaders.
Responsibilities
- Develop comprehensive financial plans for clients with $500k+ in investable assets
- Build and maintain client relationships through personalized wealth management strategies
- Drive new business development using our proprietary CRM and marketing support
- Conduct portfolio reviews and rebalancing quarterly/annually
- Collaborate with tax and estate planning specialists for holistic solutions
- Stay current on SEC/FINRA regulations and compliance requirements
- Utilize our AI-driven analytics platform for client insights
Qualifications
- FINRA Series 7 and 66/63/65 licenses required
- 3+ years of financial advisory experience with high-net-worth clients
- CFPĀ® or CFA designation preferred
- Proven track record of meeting/exceeding sales targets
- Strong presentation skills and financial modeling expertise
- Experience with CRM platforms (e.g., Salesforce, Redtail)
- Bachelor's degree in Finance, Economics, or related field