Job Description
Join WealthForge Capital Partners, Atlanta's premier wealth management firm, as a Senior Financial Advisor. We're seeking driven professionals to build high-net-worth client portfolios in one of America's fastest-growing financial hubs. Enjoy uncapped commission structures, comprehensive benefits, and exclusive access to institutional investment platforms.
Our advisors average $180K+ annually with top performers exceeding $400K. This role includes dedicated administrative support, cutting-edge CRM tools, and continuous professional development through our CFA-accredited training program.
Responsibilities
- Develop comprehensive financial plans for HNW clients with minimum $500K investable assets
- Execute multi-asset investment strategies including equities, bonds, and alternative investments
- Build and maintain client relationships through quarterly portfolio reviews and proactive financial planning
- Collaborate with in-house tax and estate specialists to optimize client outcomes
- Drive new business acquisition through targeted networking and referral programs
- Maintain FINRA Series 7, 66, and state insurance licenses
Qualifications
- 5+ years of financial advisory experience with proven HNW client book
- FINRA Series 7 & 66 licenses (or equivalent)
- CFA or CFP designation strongly preferred
- Track record of exceeding $1M annual production
- Exceptional presentation skills for complex financial concepts
- Strong Atlanta professional network (lawyers, CPAs, etc.)
- Bachelor's degree in Finance, Economics, or related field