Job Description
Join WealthForge Partners, a premier financial advisory firm in Jersey City, NJ, as a Senior Financial Advisor. We're seeking driven professionals to build high-net-worth portfolios and deliver exceptional client experiences. Enjoy competitive compensation, comprehensive benefits, and career advancement in one of the nation's most lucrative financial markets. Why join us? Industry-leading training, cutting-edge technology platform, and a collaborative team environment focused on growth and excellence.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients (min $1M AUM)
- Execute investment strategies across equities, bonds, and alternative assets
- Build and maintain client relationships through quarterly portfolio reviews
- Drive new business acquisition through targeted networking and referrals
- Ensure strict adherence to FINRA regulations and SEC compliance
- Leverage CRM systems for client relationship management
- Collaborate with tax and estate planning specialists
Qualifications
- 7+ years in financial advisory/wealth management
- Series 7, 66, and CFP certifications required
- Proven track record with high-net-worth clients ($500K+ AUM)
- Strong knowledge of investment products and market trends
- Exceptional communication and presentation skills
- Experience with CRM platforms (e.g., Salesforce, Redtail)
- Bachelor's degree in Finance, Economics, or related field
- Jersey City/NYC metro market experience preferred