Job Description
Join WealthForge Capital's elite advisory team in the heart of New York's financial district. We're seeking a dynamic Senior Financial Advisor to transform clients' financial futures through personalized wealth management strategies. As a trusted partner to high-net-worth individuals and families, you'll leverage cutting-edge fintech tools and our proprietary client engagement platform to deliver exceptional service. Enjoy a collaborative culture with unlimited earning potential, comprehensive benefits, and continuous professional development.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and tax optimization
- Cultivate and expand client portfolio through targeted networking and referrals
- Analyze market trends and regulatory changes to advise on portfolio adjustments
- Leverage CRM tools to maintain client relationships and track performance metrics
- Collaborate with internal partners (tax specialists, estate attorneys) for holistic solutions
- Mentor junior advisors to drive team excellence and knowledge sharing
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years experience in financial services with proven client acquisition track record
- Series 7, 66, and state securities licenses (NY required)
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation abilities
- Established network in NYC's affluent communities
- Proficiency in financial planning software (e.g., MoneyGuidePro)