Job Description
Join WealthForge Partners, a premier financial services firm, as we expand our elite team in St. Louis. We're seeking a dynamic Financial Advisor to help high-net-worth clients build lasting legacies through sophisticated wealth management strategies. This role offers uncapped earning potential, comprehensive training, and a culture of excellence in the heart of the Midwest's financial hub.
Responsibilities
- Develop and implement comprehensive financial plans for clients with $500k+ portfolios
- Cultivate long-term client relationships through personalized investment strategies
- Analyze market trends to optimize asset allocation and risk management
- Collaborate with internal teams for seamless estate planning and tax solutions
- Drive business growth through targeted networking and referral generation
- Maintain FINRA Series 7, 66, and state insurance licenses
Qualifications
- Bachelor's degree in Finance, Economics, or related field required
- 3+ years of financial advisory experience with demonstrated track record
- Strong background in portfolio construction and retirement planning
- Exceptional communication skills and client-centric approach
- Certified Financial Planner (CFP) designation preferred
- Proven ability to build and maintain high-client retention rates