Job Description
Join WealthForge Partners, a premier wealth management firm in Richmond, VA, and elevate your career as a Financial Advisor. We're seeking driven professionals to build high-net-worth portfolios in Virginia's thriving financial hub. Enjoy uncapped commission potential, comprehensive benefits, and mentorship from industry veterans. Your expertise will directly impact affluent clients' financial futures while enjoying a competitive base salary and performance bonuses.
Responsibilities
- Develop personalized financial plans for high-net-worth clients in Richmond and surrounding areas
- Build and maintain client relationships through proactive portfolio management
- Identify investment opportunities aligned with clients' risk tolerance and goals
- Present complex financial strategies to diverse client demographics
- Collaborate with legal/tax professionals to optimize client wealth structures
- Drive business development through networking and referral programs
- Stay current with SEC/FINRA regulations and market trends
Qualifications
- 5+ years of financial advisory experience with high-net-worth clients
- Series 7, 66, and CFP or CFA certifications required
- Proven track record of meeting/exceeding sales targets
- Strong analytical skills with advanced financial modeling abilities
- Exceptional communication and presentation skills
- Bachelor's degree in Finance, Economics, or related field
- Experience with CRM systems (e.g., Salesforce) and portfolio management software