Job Description
Join Jacksonville's premier wealth management firm as a Senior Financial Advisor and transform your career trajectory. We're seeking an elite financial professional to build high-net-worth portfolios for discerning clients in Florida's growing economic hub. Enjoy uncapped earning potential, premium resources, and a culture that rewards excellence.
Why WealthForge? We combine cutting-edge technology with personalized service, offering our advisors a 70% commission split, comprehensive benefits package, and exclusive access to institutional investment platforms.
Responsibilities
- Develop comprehensive financial plans for HNW clients ($500k+ AUM)
- Execute multi-asset investment strategies including equities, alternatives, and real estate
- Build and maintain executive-level client relationships in Jacksonville's business community
- Drive new business acquisition through targeted networking and referrals
- Comply with FINRA regulations and maintain Series 7/66 certifications
- Leverage CRM platform for client lifecycle management
- Collaborate with tax and legal partners for holistic wealth solutions
Qualifications
- 5+ years financial advisory experience with HNW clientele
- Active Series 7 & 66/65 licenses (FINRA registered)
- CFPĀ® or CFA designation preferred
- Proven track record of $5M+ AUM management
- Exceptional communication and presentation skills
- Strong local Jacksonville business network
- Advanced proficiency in financial planning software (MoneyGuidePro, eMoney)
- Bachelor's degree in Finance, Economics, or related field