Job Description
Join WealthForge Advisory Group's elite team of financial advisors in sunny San Diego! We're seeking a dynamic professional to help clients achieve wealth mastery through personalized financial strategies. Our award-winning firm combines cutting-edge fintech tools with human-centric advice, offering exceptional work-life balance and industry-leading growth opportunities. Enjoy stunning Pacific views from our La Jolla office while making tangible impacts on clients' financial futures.
What We Offer:
ā¢ Comprehensive benefits package including 401(k) with 5% match
ā¢ $10K annual professional development stipend
ā¢ Flexible hybrid work schedule
ā¢ Exclusive access to proprietary wealth management platforms
ā¢ Mentorship from industry-certified advisors
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients using advanced portfolio analytics
- Cultivate and maintain relationships with 50+ client households through quarterly reviews
- Leverage AI-driven tools to optimize asset allocation and tax-efficient strategies
- Collaborate with legal/CPA partners for integrated wealth preservation solutions
- Lead educational workshops on retirement planning and market volatility management
- Maintain FINRA Series 65/66 and CFP certifications
- Drive new client acquisition through strategic networking and referral programs
Qualifications
- Minimum 5 years of financial advisory experience with proven track record
- Active CFPĀ® or ChFC designation required
- Series 65/66 licenses in good standing
- Proven success in client acquisition (min. $10M AUM)
- Advanced knowledge of estate planning and investment vehicles
- Exceptional presentation skills with executive presence
- Experience with CRM platforms (Salesforce/Redtail) and portfolio analytics
- Bachelor's degree in Finance, Economics, or related field