Job Description
Transform your financial expertise into life-changing impact as a Senior Financial Advisor with WealthForge Financial Group. Join our elite team in Pittsburgh's thriving financial district and help high-net-worth individuals and families build lasting legacies. We provide comprehensive training, cutting-edge technology, and a collaborative culture that rewards innovation and client-centric solutions.
At WealthForge, we believe in empowering our advisors with competitive compensation structures, including uncapped commissions and performance bonuses. Enjoy a hybrid work model with access to our state-of-the-art downtown Pittsburgh office, modern amenities, and ongoing professional development opportunities.
Responsibilities
- Develop personalized financial strategies encompassing investments, retirement planning, estate management, and risk mitigation
- Cultivate and maintain a portfolio of 50+ high-net-worth clients with minimum $1M AUM
- Conduct comprehensive financial needs analysis using proprietary planning software
- Present complex financial concepts through customized client reports and visualizations
- Collaborate with internal specialists (tax, legal, insurance) to deliver integrated solutions
- Drive business growth through targeted networking and strategic partnerships
- Maintain FINRA Series 7, 66, and state insurance licenses
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- 3+ years of proven financial advisory experience with high-net-worth clientele
- FINRA Series 7 and 66 licenses (or ability to obtain within 90 days)
- Strong demonstrated success in client acquisition and retention
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication skills with ability to simplify complex concepts
- Track record of exceeding sales targets and compliance standards