Job Description
Join WealthForge Partners as a Senior Financial Advisor and transform lives through strategic wealth management. We're seeking a driven professional to build lasting client relationships in Lincoln's growing financial sector. Enjoy comprehensive benefits, cutting-edge technology, and a culture that rewards excellence. Why apply? • Top-tier commission structure • $10k annual CE stipend • Dedicated marketing support • 401k match up to 6%
Responsibilities
- Develop personalized financial plans for high-net-worth individuals
- Manage investment portfolios exceeding $500K in AUM
- Drive new client acquisition through referral networks
- Conduct quarterly portfolio reviews and strategy adjustments
- Collaborate with tax/legal partners for holistic solutions
- Maintain FINRA Series 7/66 certifications
Qualifications
- 5+ years in financial services/advisory role
- Proven track record of $1M+ AUM growth
- FINRA Series 7 & 66 licenses required
- Bachelor's degree in Finance/Business
- CFP or CFA designation preferred
- Exceptional presentation and negotiation skills