Job Description
Join WealthForge Partners as a Senior Financial Advisor and transform clients' financial futures in Phoenix's thriving market. We're seeking driven professionals to build meaningful client relationships while delivering tailored investment strategies, retirement planning, and wealth management solutions. Our collaborative culture combines cutting-edge fintech tools with personalized mentorship to accelerate your career growth. Enjoy competitive compensation with uncapped commission potential, comprehensive benefits, and flexible work arrangements designed for modern advisors.
Responsibilities
- Develop comprehensive financial plans aligned with client goals and risk tolerance
- Manage investment portfolios across diverse asset classes (stocks, bonds, alternatives)
- Proactively expand client base through strategic networking and referrals
- Ensure compliance with FINRA regulations and SEC guidelines
- Utilize CRM software to track client interactions and portfolio performance
- Collaborate with tax/legal specialists for holistic financial solutions
- Lead educational workshops on retirement planning and market trends
Qualifications
- Series 7 & 66/63/65 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of client-facing financial advisory experience
- Proven track record of meeting sales targets and AUM growth
- Exceptional communication skills with ability to simplify complex concepts
- Familiarity with portfolio management platforms (e.g., Charles Schwab, Fidelity)
- Arizona State Securities license