Job Description
Join WealthForge Partners, a premier wealth management firm in Jersey City, and elevate your financial advisory career. We're seeking a Senior Financial Advisor to build high-net-worth client portfolios in one of America's fastest-growing financial hubs. Enjoy a competitive base salary, uncapped commission structure, and comprehensive benefits including health insurance, 401(k) matching, and professional development stipends. Our collaborative culture emphasizes innovation, ethical practices, and client-centric solutions.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Manage investment portfolios exceeding $10M in assets under management
- Drive client acquisition through strategic networking and referrals
- Stay current with SEC/FINRA regulations and compliance requirements
- Utilize advanced financial modeling software for portfolio optimization
- Mentor junior advisors and contribute to team growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 7+ years of financial advisory experience with HNW clients
- Series 7, 66, and state insurance licenses
- Proven track record of exceeding sales targets ($2M+ annual revenue)
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Exceptional communication and presentation skills