Job Description
Join WealthForge Advisory Group, a premier financial services firm in Glendale, AZ, as a Senior Financial Advisor. We're seeking driven professionals to build client portfolios, deliver personalized wealth strategies, and drive business growth in one of Arizona's most vibrant communities. Enjoy uncapped earning potential, comprehensive training, and a collaborative team environment.
Responsibilities
- Develop comprehensive financial plans and investment portfolios for high-net-worth clients
- Build and maintain client relationships through regular consultations and portfolio reviews
- Drive new business acquisition through networking, referrals, and digital marketing
- Stay current on market trends, tax laws, and financial regulations
- Collaborate with internal partners to deliver seamless client experiences
- Maintain FINRA Series 7, 66, and state insurance licenses
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of financial advisory experience with proven track record
- Active FINRA Series 7 & 66 licenses (or ability to obtain immediately)
- Strong client acquisition and relationship management skills
- Deep understanding of investment vehicles, retirement planning, and tax strategies
- Proven ability to meet sales targets and grow client base
- Excellent communication and presentation skills