Job Description
Join WealthForge Capital, Atlanta's premier wealth management firm, as a Senior Financial Advisor. We're seeking a dynamic professional to build client relationships, deliver comprehensive financial planning, and drive investment strategies for high-net-worth individuals. Our collaborative culture combines cutting-edge fintech with personalized service, offering exceptional growth potential in one of America's fastest-growing financial markets. Enjoy competitive benefits, continuous education stipends, and uncapped commission structure.
Responsibilities
- Develop and execute customized financial plans covering investments, retirement, estate planning, and risk management
- Acquire and maintain high-net-worth client portfolios through strategic networking and referrals
- Analyze market trends and economic data to optimize investment portfolios
- Present complex financial concepts through compelling visualizations and reports
- Collaborate with internal teams (tax, legal, insurance) for integrated solutions
- Maintain FINRA Series 7/66 or equivalent certifications and ongoing compliance
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years of financial advisory experience with proven client book
- Active Series 7, 66, and state insurance licenses
- Strong proficiency in financial planning software (MoneyGuidePro, eMoney)
- Exceptional presentation and relationship-building skills
- Track record of exceeding revenue targets in competitive markets
- Knowledge of Georgia-specific tax regulations and estate planning